"Just the facts ma'am; just the estate planning facts." Designed to give a quick overview of estate planning essentials, this course surveys wills, living trusts, gifts, marital property, and probate avoidance. Will and trust types are examined in the context of general estate and gift taxation. Designed to eliminate estate problems and death taxes, the emphasis is on practical solutions that are cost effective. Talk about having it all in an overview course - there is even a quick review of immediate postmortem death tax planning and filling out Form 706.

This course is delivered as a downloadable PDF, providing learners with comprehensive content to read and study at their own pace. Additionally, a second PDF containing review questions is included to help learners prepare for the final exam. Successfully passing the final exam is required to complete the course and earn Continuing Professional Education (CPE) credits.