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.