|Estate planning can be a simple or a complicated task, depending on the circumstances. This course covers the many different aspects that should be considered in the estate planning process. It addresses issues to consider when planning for retirement, enforcing the decedent’s wishes at death, planning for incapacity, and the tax implications at death.|
EA Program Approval Number: XE26W-T-00149-17-S
Annual Membership: $149
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Sequoia CPE is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have the final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.