computer training image
Online Training Classes Purchased Securely
Shopping cart  Shopping cart
0 Product(s) in cart
Total $0.00
> Checkout
Online Payments

Benefits of Computer Coach's online computer training classes

  • Accessible 24 hours a day 7 days a week, so you can learn when you have time.
  • Cost-effective solutions, so you don’t go broke learning the skills you need.
  • Available Anytime, anywhere with an Internet connection, so you can study at your house, office, or where you feel comfortable.
  • Interactive & fun courses allow for greater retention of course topics.
  • Easy to use so you can start learning right away.
  • Full of hands-on labs so you can get the practice you need
  • HTML Based so you don’t need any additional downloads
  • Live Mentor Available to ask questions and get clarification

online computer training questions answered

Estate Planning Online Course

12 Month Subscription - $35
Live Mentor +$30

Summary:
This series helps users understand the various considerations in planning an estate. It provides an overview of the terms and resources needed to prepare an estate plan, and explains how to determine assets, will preparation strategies and considerations, trusts, and retirement issues. Also covered are tax strategies to implement in your estate planning. This series also offers guidance on revising an estate plan throughout life changes.

Audience:
This series is for anyone who is interested in learning more about estate planning.

Features:
●  Exercises that allow users to practice the application
●  A file containing the text of the exercises
●  A file containing the text of the legal documents presented in the course
●  Activities that allow users to apply course concepts in an interactive questioning environment
●  A glossary
●  A Skill Assessment

Topics included in this course:
Estate Planning : Starting an Estate Plan
Estate Planning : Sorting Out Your Assets
Estate Planning : Preparing Your Will
Estate Planning : All About Probate
Estate Planning : Considering Your Family
Estate Planning : Taxes to Expect
Estate Planning : Tax Strategies
Estate Planning : Retirement Issues
Estate Planning : Revising an Estate Plan

Estate Planning : Starting an Estate Plan
Summary:
This course provides an introduction to the terms and resources needed to begin preparing an estate plan, as applicable to United States regulations.

Objectives:
After completing this course, students will be able to:
Define the most commonly-used estate planning terms
Determine the goals of his or her estate plan
Choose members of an estate planning team
Take inventory of the estate's assets
Compare the different types of property ownership

Topics:
What Is an Estate?
Looking Ahead
Getting Started
Taking Inventory
Joint Property
top

Estate Planning : Sorting Out Your Assets
Summary:
This course provides an overview of some of the most common types of estate assets, as applicable to United States regulations.

Objectives:
After completing this course, students will be able to:
Identify different types of life insurance and the benefits of each
Choose the insurance policy that best suits his or her situation
Compare the options available with pension plans
Recognize the saving options available other than pension plans
Distinguish between the different types of business entities
Determine the goals for the future of his or her business

Topics:
Life Insurance
Determining Coverage
Pension Plans
Other Ways to Save
Your Business and Your Estate
Other Business Considerations
top

Estate Planning : Preparing Your Will
Summary:
This course provides an introduction to wills and trusts, as applicable to United States regulations.

Objectives:
After completing this course, students will be able to:
Describe the disadvantages of dying without a will
Explain the function of probate court
Identify the main parts of a simple will
Create a distribution plan of his or her assets
Distinguish between the functions of a will and a trust
Select a trustee
Recognize the relative benefits of different types of trusts

Topics:
Why Have a Will?
The Simple Will
Distributing Your Assets
Introduction to Trusts
Trusts and Wills
Living Trusts
top

Estate Planning : All About Probate
Summary:
This course provides an overview of probate and probate court, as applicable to United States regulations.

Objectives:
After completing this course, students will be able to:
Describe the probate process
Distinguish between an administrator and an executor
Select an executor
Explain how an estate can avoid probate
Prepare for some unique probate situations

Topics:
Landing in Probate
The Executor
Keeping Probate Costs Down
Special Probate Situations
top

Estate Planning : Considering Your Family
Summary:
This course provides information on the inheritance rights of spouses and children, and ways to prevent challenges to a will, as applicable to United States regulations.

Objectives:
After completing this course, students will be able to:
Determine the qualifications needed for a guardian
Recognize the different options available for providing for children in a will
Describe spousal property rights
Identify the areas of an estate affected by a divorce
Prepare for a will contest

Topics:
Choosing a Guardian
Managing Your Child's Assets
Your Spouse's Rights
Divorce and Its Consequences
Challenging a Will
Things to Avoid
top

Estate Planning : Taxes to Expect
Summary:
This course provides information on federal, state, and gift taxes, and how they affect an estate, as applicable to United States regulations.

Objectives:
After completing this course, students will be able to:
Calculate a gross estate and determine the federal estate taxes for it
Identify types of gifts subject to federal gift tax
Recognize the different types of state taxes that can affect an estate

Topics:
Federal Estate Taxes
Calculating Tax Deductions
Gift Taxes
Gifts and Their Consequences
State Taxes
Other Taxes to Consider
top

Estate Planning : Tax Strategies
Summary:
This course provides strategies for keeping estate taxes down to a minimum, as applicable to United States regulations.

Objectives:
After completing this course, students will be able to:
Determine which assets to donate and when to make the donation
Recognize the different types of charitable gifts
Identify the tax exclusions and deductions that will reduce estate taxes the most
Plan asset distribution within the family

Topics:
Charitable Donations
More Ways to Donate
Income Tax Savings
Taxes and Your Will
Benefits to Your Family
Distributing Your Assets
top

Estate Planning : Retirement Issues
Summary:
This course provides strategies for preparing for retirement and other elder issues within the estate plan, as applicable to United States regulations.

Objectives:
After completing this course, students will be able to:
Explain the benefits covered by Social Security income
Distinguish the different types of medical benefits available at retirement
Examine the alternatives to appointing a guardian if the estate can no longer be managed
Explain the functions of a living will and a health care power of attorney
Define final wishes such as anatomical gifts and burial wishes in the estate plan

Topics:
Social Security
Other Retirement Benefits
Preserving Your Assets
Health-Related Issues
Final Considerations
top

Estate Planning : Revising an Estate Plan
Summary:
This course provides strategies for revising an estate plan throughout life, as applicable to United States regulations.

Objectives:
After completing this course, students will be able to:
Recognize the options available for caring for an aging parent
Manage an estate plan as changes to the estate occur
Distinguish between the concerns related to preparing an estate plan early in life and the concerns for preparing one later in life

Topics:
Elder Issues
Other Estate Plan Considerations
Strategies for the Single Person
Planning throughout Your Life
top

12 Month Subscription - $35
Live Mentor +$30