- Tax Planning
- Investments 1: Before you Invest
- Investments 2: Your Investment Plan
- Investments 3: Securities Market Basics
- Investments 4: Bond Basics
- Investments 5: Stock Basics
- Investments 6: Mutual Fund Basics
- Investments 7: Building Your Portfolio
- Investments 8: Picking Financial Assets
- Investments 9: Portfolio Rebalancing and Reporting
- Retirement 1: Basics
- Retirement 2: Social Security
- Retirement 3: Employer Qualified Plans
- Retirement 4: Individual and Small Business Plans
- Estate Planning Basics
- Introduction
- Understand the Principles of Estate-Planning
- Understand the Importance of Estate Planning and the Goals of Estate Planning
- Understand the Estate-Planning Process
- Know How Trusts Can Be Used to Your Advantage in Estate Planning
- Understand the Importance of Wills and Probate Planning
- Summary
- Assignments
Optional Reading Assignments
The following readings will help you better understand estate planning.
38. Steven J. Dixon, “Planning Ahead: The Importance of Wills and Trusts,” Ensign, June 1983, 28.
61. “Estate Planning—Questions and Answers,” Ensign, June 2006, 62.
63. IRS Publication 950: Estate and Gift Taxes, Department of the Treasury, Internal Revenue Department, www.irs.gov, 2005.
