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FA 271 Foundations of Estate Planning

FA 271 Foundations of Estate Planning

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Offers an introduction to estate planning and the role life insurance plays in the estate planning process. Discusses how different types of property are transferred during life and at death, and the tax implications of not having an estate plan. Also presents the steps required to settle an estate and discusses the importance of having a will, the gift and estate transfer tax system, state death and estate taxes, trusts and planning estates of business owners.

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