Probate tutorial training course online
Considering Your Family

Considering Family
Course Online
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Estate Planning: Considering Your Family

Estate Planning: Considering Your Family provides information on the inheritance rights of spouses and children and ways to prevent challenges to a will.

This course is for anyone who is interested in learning more about estate planning.
This is self-paced, Estate Planning: Considering Your Family training course -- there are no books to purchase and no scheduled classes to attend.

Estate Plan Starting

Estate Plan Revising

Sorting Out Assets

Preparing Will

Probate

Considering Family

Taxes to Expect

Tax Strategies

Retirement Issues


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Considering Your Family Course Objectives

  • Determine the qualifications needed for a guardian
  • Recognize the different options available for providing for children in a will
  • Describe spousal property rights
  • Identify the areas of an estate affected by a divorce
  • Prepare for a will contest

Considering Your Family Course Topics

  • Choosing a Guardian
    • A minor issue of major importance
    • The guardian's duties
    • How to select a guardian

  • Managing Your Child's Assets
    • The trust alternative
    • Your child and your estate: entitlements

  • Your Spouse's Rights
    • Spousal rights
    • A different kind of election
    • "Bumping up" an estate

  • Divorce and Its Consequences
    • The prenup as love flies out the window
    • The American way of divorce

  • Challenging a Will
    • Simple incompetence
    • Undue influence: a tough one to prove
    • Poor execution
    • Witnesses but not beneficiaries
    • "Messing up" a will

  • Things to Avoid
    • The "don'ts" we often "do"
    • Making abusive remarks
    • Making an omission without explanation
    • Making promises: don't
    • Making codicils that change beneficiaries
    • A joint will? No!
    • Making a separate list of "gifts"
    • Making changes on a will

Features:

  • Instructional steps -- walk through a procedure
  • Exercises -- try it out
  • Notes - See additional information related to the topic in the text
  • Tips - See a different, faster, or easier way of doing something
  • Quick References - See a quick reference guide to the features introduced in a chapter
  • Details - Display more detailed information related to the current topic
  • Hotwords - See related information
  • Navigation Bar - Maneuver easily through the courses
  • Topics and Index -- with searching feature and hyper-links
  • Printable Exercises - PDF downloadable files
  • Sample Application Files - PDF downloadable files
  • Skill Assessment - can be used for pre and post-testing -- tracking first try, best try and grade - if passed, green check mark will appear as 'mastered' - hyperlinks to units within the course to go back and re-take a certain unit again. Use as pre-test to determine which topics you want to focus on and to go directly into that unit.

Technical Requirements

200MHz Pentium with 32MB Ram. 640 x 480 256-color video (800 x 600 is recommended). Windows 95, 98, NT, 2000, or XP. Internet Explorer 5.0 or higher required. Minimum Connection Speed: 28.8k. Authorware recommended but not required. JavaScript must be enabled. Netscape and AOL browsers not supported.

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