Estate Planning

Estate Planning refers to the process of arranging for the management and disposal of an individual's estate during their life and after death. This skill involves understanding legal documents such as wills, trusts, and powers of attorney, which facilitate the distribution of assets according to the individual's wishes. Knowledge of Estate Planning is used to minimize taxes, avoid probate, and ensure that beneficiaries receive their intended inheritance, while also addressing potential healthcare and financial decisions in the event of incapacity.
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Results for "estate planning"

  • Status: Free Trial

    University of Illinois Urbana-Champaign

    Skills you'll gain: Estate Planning, Wealth Management, Philanthropy, Portfolio Management, Land Management, Financial Planning, Real Estate, Financial Modeling, Tax Planning, Investments, Investment Management, Succession Planning, Risk Management, Finance, Case Studies

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial

    SoFi

    Skills you'll gain: Estate Planning, Insurance, Goal Setting, Investments, Budgeting, Tax, Mortgage Loans, Return On Investment, Financial Planning, Cash Flow Forecasting, Financial Analysis, Loans, Risk Analysis, Asset Protection, Portfolio Management, Risk Management, Consumer Lending, Credit Risk, Equities, Budget Management

    4.6
    Rating, 4.6 out of 5 stars
    382 reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Free Trial

    SoFi

    Skills you'll gain: Estate Planning, Insurance, Financial Planning, Asset Protection, Risk Management, Needs Assessment

    4.7
    Rating, 4.7 out of 5 stars
    53 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: New
    Status: Free Trial

    University of Illinois Urbana-Champaign

    Skills you'll gain: Wealth Management, Estate Planning, Portfolio Management, Real Estate, Investments, Financial Industry Regulatory Authorities, Commercial Real Estate, Regulatory Compliance, Asset Management, Tax Planning, Finance, Risk Management, Return On Investment, Financial Analysis, Business Strategies, Strategic Planning, Business, Data Management, Financial Statements, Failure Analysis

    4.3
    Rating, 4.3 out of 5 stars
    7 reviews

    Intermediate · Specialization · 3 - 6 Months

  • Status: Free Trial

    University of California, Davis

    Skills you'll gain: Fundraising, Philanthropy, Tax Planning, Marketing Strategies, Relationship Building, Estate Planning, Benefits Administration, Administration, Business Software, Educational Materials, Professional Networking, Tax Laws

    4.6
    Rating, 4.6 out of 5 stars
    36 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial

    SoFi

    Skills you'll gain: Financial Planning, Goal Setting, Budget Management, Budgeting, Estate Planning, Tax Planning, Investments, Return On Investment, Prioritization, Higher Education

    4.5
    Rating, 4.5 out of 5 stars
    35 reviews

    Beginner · Course · 1 - 4 Weeks

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  • Status: Free Trial

    University of California, Davis

    Skills you'll gain: Fundraising, Grant Writing, Proposal Writing, Prospecting and Qualification, Philanthropy, Campaign Management, Tax Planning, Direct Marketing, Business Writing, Customer Relationship Building, Marketing Strategies, Relationship Building, Estate Planning, Benefits Administration, Administration, Target Audience, Email Marketing, Telemarketing, Stakeholder Management, Negotiation

    4.6
    Rating, 4.6 out of 5 stars
    384 reviews

    Beginner · Specialization · 3 - 6 Months

What brings you to Coursera today?

Leading partners

  • SoFi
  • University of California, Davis
  • University of Illinois Urbana-Champaign