{"product_id":"msfp-559-fundamentals-of-estate-planning","title":"MSFP 559 Fundamentals of Estate Planning","description":"\u003cp\u003eThis course explores the application of estate planning methodologies and policies to personal financial planning. Introduces estate planning tools and strategies to assist a client in developing, maintaining, and transferring their wealth consistent with their objectives. Topics include professional role differentiation between financial advisers, CPAs, and estate-planning attorneys; writing disclaimers in a financial plan; gift and estate taxation; ownership of personal and real property issues; wills; letter of last instructions; trusts; trustees\/personal representatives and their fiduciary responsibilities; probate strategies; implications for individuals; general\/limited partnerships; closely held businesses; corporations; life insurance funding; post-mortem planning; creative estate planning strategies consistent with client goals and values; charitable giving strategies.\u003c\/p\u003e","brand":"TACFS","offers":[{"title":"32644068","offer_id":58524776235311,"sku":"32644068","price":2050.0,"currency_code":"USD","in_stock":true}],"url":"https:\/\/dev-checkout.theamericancollege.edu\/products\/msfp-559-fundamentals-of-estate-planning","provider":"The American College Of Financial Services DEV","version":"1.0","type":"link"}