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Directives, Plan Maintenance, and Estate Settlement

Business

Directives, Plan Maintenance, and Estate Settlement

Course 40657A · 2 hrs · CPA

The final pieces of a complete estate plan go beyond documents—they include planning for incapacity and keeping the plan current over time. This course covers advance health care directives and financial powers of attorney, strategies for reviewing and updating an estate plan as life changes, and a practical walkthrough of what's involved in settling an estate after death. CPAs and tax professionals who work with executors or aging clients will find this course directly applicable to their practice.

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  • Hours: 2
  • Exam questions: 10
  • Eligible for: CPA
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NASBA Area: Finance

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Directives, Plan Maintenance, and Estate Settlement
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