Estate Planning Essentials
Master the fundamentals of estate planning, from creating essential documents to making confident decisions for a secure legacy.
Topics Covered
Estate Planning Essentials
Navigate the intricate world of estate planning with ease. Explore a simplified three-step process to establish your estate plan, demystify specialized jargon used by financial and legal professionals, and discover the fundamental estate planning documents. Gain clarity on the probate process and estate taxation, laying the foundation for a secure legacy.
Leaving a Legacy (30 min)
Discover the profound significance of leaving a legacy that goes beyond monetary value. Through this experience, you will gain clarity on the intentional legacy you will leave behind. Uncover valuable insights that will empower you to shape a lasting impact and leave a meaningful mark on the world.
Making Confident Estate Choices: Executors, Beneficiaries, and Guardians
Want to ensure your loved ones are cared for no matter what life brings? Join us for an enlightening journey into estate planning that goes beyond paperwork and documents. Discover the art of making strategic decisions when selecting executors, beneficiaries, and guardians. Gain the knowledge to navigate these critical roles with confidence and ease. Secure peace of mind for you and your family, knowing that your legacy is in capable hands.
Elevate Your Legacy: Exploring Wills and Trusts
This course offers an in-depth exploration of wills, specialized trust types, and intermediate-stage concepts, equipping you with the knowledge to optimize your estate management strategies. Build upon your understanding of wills and trusts to secure a prosperous legacy.
Strategic Giving: Navigating Charitable and Family Contributions
Unlock the art of strategic giving in today's dynamic landscape. Discover intelligent and thoughtful approaches to giving that maximize your impact on both charities and loved ones. Gain the knowledge and skills to navigate this intricate realm with purpose and effectiveness.
What participants say
“Great course for building confidence in moving forward with Estate Planning.”
“The class was excellent and I learned things I didn't have any idea about.”
Not sure where to start, or which topics to offer when?
Our free 2027 Financial Wellness Planning Guide maps out a full year of financial education, month by month. Each month is matched to a national awareness month, with suggested courses.
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