Conquer the ChFC HS 330 Exam: Your Guide to Passing the Fundamentals of Estate Planning Exam

By: McCaulay, Philip Martin

The ChFC HS 330 Exam: Fundamentals of Estate Planning covers comprehensive estate planning principles and techniques essential for financial advisors. Key topics include understanding the estate planning process, the importance of wills and trusts, property ownership and transfer methods, and the federal estate and gift tax system. Advanced strategies such as irrevocable life insurance trusts (ILITs), grantor retained annuity trusts (GRATs), and family...

• Format: Paperback
• Language: English
• ISBN13: 9798329885613
• Release Date: June 2024
• Publisher: Independently Published
• Length: 90 Pages
• Weight: 0.29 lbs.
• Dimensions: 0.2" x 6.0" x 9.0"