CERTIFIED WEALTH STRATEGIST®

   
OVERVIEW
LEARNING DESIGN
PROGRAM COMPONENTS
CURRICULUM TOPICS AND OBJECTIVES
COMPLETING A BLENDED LEARNING LESSON
REGISTRATION
FAQ

 

LIFE INSURANCE AND ESTATE TAXATION

  1. How Are Death Taxes Paid
  2. Taxation of Life Insurance Proceeds
  3. Irrevocable Life Insurance Trust for a Single Person
  4. Irrevocable Life Insurance Trust for a Married Couple
  5. Credit Shelter and Irrevocable Insurance Trusts
  6. Paying Estate Costs with Estate-Tax-Free Dollars
  7. Using Life Insurance to Pay Estate Costs
  8. Gifts of Life Insurance Policies
  9. Adult Children's Insurance Trust

 


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