CFP® Exam Education Module 106 - Estates

	106 - Estates Study Packages
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	CFP® Exam Education Modules
Module 101 - Fundamentals Module 102 - Insurance Module 103 - Investments Module 104 - Income Tax Module 105 - Retirement Module 106 - Estates

Kaplan Schweser's CFP Board-Registered Programs satisfy the mandatory education requirements to sit for the CFP® Exam. Our programs give you the flexibility to choose a delivery format that best matches your learning style and schedule.

Module 106: Estates

Once the wealth accumulation process is complete, distributing excess wealth is a primary goal for many financial planning clients. Module 106 presents the challenges of effective estate planning raised by tax code changes. It begins with a consideration of the estate planning process and the documents of transfer. The module then addresses the unified transfer tax system and the calculation of an individual's estate tax liability. Estate planning techniques such as trusts, marital and charitable deduction vehicles, and intrafamily business and property transfers are then discussed. The course ends with a consideration of postmortem tax planning.

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