9. ESTATE PLANNING AND
LIQUIDITY - This course provides 6 hours of CE
credits
This course also approved for 6 hours of RIBO Management Credits
This course covers:
- The importance of Estate Planning and the steps involved.
- Why a well thought out will is essential to keeping your estate in tact.
- Tax issues minimization of taxes during life and at death.
- Probate fees What are their implications?
- Beneficiary designations and their importance.
- Shareholder Agreements at death.
- Capital Gains at death, and how to minimize them using trusts etc.
- Importance of Life Insurance in Estate Planning.
- Estate Planning techniques.