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California Estate Planning II

Course Description
Estate Planning II is an insurance continuing education study approved by the CDI for Life/Accident/Health/Sickness licenses. Learn how estate planning takes into consideration the uncertainty of when the time of death will occur or how much will be owed in taxes. Examine how to value assets in an individual’s estate at the point of death. What will the rate of inflation be in the next few years? How long can an individual expect to live? Review how to plan for the unexpected. Address the strategic and human needs concepts behind the estate planning process. Examine how the "Social Security" connection and various strategies can be employed in the estate planning process. Become familiar with estate planning guidelines and concepts.



License Type
  Life / Health

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