Estate Planning and Trusts

About this course

Estate planning decides who gets your assets, who makes decisions if you cannot, and how much tax your family pays. This course explains wills, including what they can and cannot do, and breaks down revocable and irrevocable trusts. You will also learn the roles of beneficiaries, executors, and powers of attorney, and how estate and gift taxes work with strategies to reduce them. Simple language and real examples make the planning process clear for any household.

Course outline