Course curriculum

  1. 1

    • Welcome to the Course!
  2. 2

    • 5 Common Emotional Roadblocks that Could Halt a Successful Estate Plan

    • How to Create an Estate Plan

    • What Issues Should I Consider When Reviewing My Estate Planning Documents?

    • What Issues Should I Consider Before I Update My Estate Plan?

    • 9 Questions to Ask Yourself During the Estate Planning Process

    • Common Estate Planning Mistakes to Avoid

    • What Issues Should I Consider If My Spouse Has Been Diagnosed With A Terminal Illness?

    • What Issues Should I Consider Before Closing The Estate?
  3. 3

    • What Issues Should I Consider When Establishing My Charitable Giving Strategy?

    • Should I Use A Donor Advised Fund DAF When Giving To Public Charities?
  4. 4

    • A Guide to Trusts for Estate Planning

    • Setting Up a Trust Fund
  5. 5

    • The Importance of Creating a Will

    • The Pros & Cons of a Do-It-Yourself Will