Certificate in Estate Planning & Legacy Planning
-- ViewingNowThe Certificate in Estate Planning & Legacy Planning is a comprehensive course that equips learners with critical skills in estate planning, wealth management, and legal knowledge. This program is essential for professionals seeking to advance in legal, financial, or advisory careers, where understanding estate planning can significantly enhance client services.
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⢠Introduction to Estate Planning & Legacy Planning
⢠Understanding Wills and Trusts
⢠Estate Tax Planning Strategies
⢠Asset Protection Techniques
⢠The Role of Beneficiary Designations
⢠Estate Planning for Blended Families
⢠Special Needs Planning
⢠Business Succession Planning
⢠Charitable Planning Strategies
⢠Estate Administration and Probate Process
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