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Table of Contents

Transferring Wealth — 4 Modules — Select a module below to begin studying.

The study materials for this course are available online. To begin, click a module link below. W e recommend following the Next link found on each page to ensure you have covered all of the material before taking the final examination.

Module 1 — Probate & Taxes

Module 1 → Review 1 →
› Module Overview › The “Estate” › Property Rights › Methods of Transfer › Transfer Taxes › Federal Gift Tax › Federal Estate Tax › Other Federal Transfer Taxes › State Transfer Taxes › Module 1 Review Quiz

Module 2 — Planning Tools

Module 2 → Review 2 →
› Module Overview › Wills & Probate › Co-ownership › Pay on Death / Transfer on Death Accounts › Trusts › Retirement Plans & Annuities › Life Insurance › Lifetime Gifts › Gifts to Minors › Life Estates › Tax Privileges › Module 2 Review Quiz

Module 3 — Planning Process & Strategies

Module 3 → Review 3 →
› Module Overview › Planning Team › Planning Process › Financial Planning & Strategies › Implementation › Module 3 Review Quiz

Module 4 — Business Succession Plans

Module 4 → Review 4 →
› Module Overview › Forms of Business Ownership › Role of Owner › Business Valuation › Keep / Sell / Liquidate? › Buy-Sell Agreements › Family Lifetime Transfers › Transfers to Outsiders › Estate Tax Considerations › Module 4 Review Quiz

Reference Materials

› Glossary of Terms › Tax Tables › Planning Worksheets (PDF)

Final Examination

After completing all four modules and their review quizzes, proceed to the final examination. Passing score is 70% correct. Re-examination is available if needed.

Begin Final Examination →