{"product_id":"essential-estate-planning-through-effective-asset-titling","title":"Essential Estate Planning Through Effective Asset Titling","description":"\u003cp\u003eEven the most carefully drafted estate plan can fall short if assets are not titled correctly. Often, estate planning documents are properly drafted to achieve a client’s estate planning goals, but some or all of the assets comprising the client’s estate are not properly titled, resulting in unintended or disappointing outcomes. This presentation will include a general discussion reflecting the importance and benefits of proper asset titling to achieve estate planning goals, outline various forms of legal ownership of assets, and discuss how each form of ownership functions at the passing of the owner. Moreover, the presentation will emphasize the mechanics and necessary steps required to retitle or redesignate specific assets, including (i) brokerage accounts, (ii) real estate, and (iii) retirement accounts (beneficiary forms).\u003c\/p\u003e\n\u003cp\u003eKey topics to be discussed include the following:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eWhy proper asset titling matters\u003c\/li\u003e\n\u003cli\u003eImpacts of retitling certain assets\u003c\/li\u003e\n\u003cli\u003eCommon mistakes and oversights in asset titling\u003c\/li\u003e\n\u003cli\u003eForms of joint ownership of assets\u003c\/li\u003e\n\u003cli\u003ePractical retitling steps (brokerage accounts, real estate, etc.) \u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003eThis course is eligible for 1.0 credit.\u003c\/p\u003e\n\u003cp\u003eTo receive certified financial planner (CFP) or continuing education (CE) credit, you must complete a short multiple-choice quiz. You can expect 15-30 minutes to complete the quiz and must earn a passing score of at least 70 percent. \u003c\/p\u003e\n\u003cp\u003ePlease note the following before you begin:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eYou will need to provide the attendance verification code given during the on-demand course and your CFP identification number, if applicable, so have them both ready before starting the quiz.\u003c\/li\u003e\n\u003cli\u003eUpon passing, you will receive an email with your attached certificate. Keep this email for your records.\u003c\/li\u003e\n\u003cli\u003eAfter you have passed the quiz, WealthCounsel will report your credits to the CFP Board within 14 days, if applicable.\u003c\/li\u003e\n\u003cli\u003eThis on-demand program is not eligible for certified professional education (CPE) credit.\u003c\/li\u003e\n\u003cli\u003eIf you need to self-apply or submit information to an organization for other types of CE, you will find the agenda, bios, and other course materials under the Materials tab.\u003c\/li\u003e\n\u003cli\u003eYou will receive a link to a brief course evaluation after completing the quiz. \u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003eClick \u003ca href=\"https:\/\/survey.alchemer.com\/s3\/8550593\/Essential-Estate-Planning-Through-Effective-Asset-Titling-Advisors-Forum-Quiz\" target=\"_blank\" rel=\"noopener\"\u003ehere\u003c\/a\u003e to start the quiz. \u003c\/p\u003e","brand":"WealthCounsel, LLC","offers":[{"title":"Default Title","offer_id":43163917058119,"sku":null,"price":99.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/2081\/2425\/files\/3680050924106695263.png?v=1788459383","url":"https:\/\/wcstore.wealthcounsel.com\/products\/essential-estate-planning-through-effective-asset-titling","provider":"WealthCounsel, LLC","version":"1.0","type":"link"}