Documents ©2013, College for Financial Planning, all rights reserved. Module 6 Methods of Estate Transfer...

Slide 1 ©2013, College for Financial Planning, all rights reserved. Module 6 Methods of Estate Transfer During Life CERTIFIED FINANCIAL PLANNER CERTIFICATION PROFESSIONAL…

Documents CERTIFIED FINANCIAL PLANNER CERTIFICATION PROFESSIONAL EDUCATION PROGRAM Estate Planning

Learning Objectives 6â1 Identify the purpose (uses), characteristics, and factors to be considered in using a given inter vivos intrafamily planning technique. 6â2 Analyze…

Documents © 2012, College for Financial Planning, all rights reserved. Module 6 Methods of Estate Transfer...

Learning Objectives 6â1 Identify the purpose (uses), characteristics, and factors to be considered in using a given inter vivos intrafamily planning technique. 6â2 Analyze…