Preparing an estate plan
This course explores the estate planning process and the role an estate plan plays in helping individuals prepare for the unexpected.
Course overview
LENGTH
25 mins.INCLUDED
- Personalized course setup
- 12 mins. of on-demand video
- 1 interactive exercise
- Quizzes with immediate feedback
- Personalized action plan and certificate
More about this course
It can be intimidating thinking about the future, as we never know what tomorrow may bring. Fortunately, there are tools individuals can use to prepare and plan for the unexpected and detail their unique wishes. In this course, we'll dive into what an estate plan is, highlighting the different benefits it provides individuals—whether you're in college or nearing retirement. After discussing what can happen if you pass away without an estate plan, the course explores key terms and common estate planning documents. While everyone's situation is unique, we'll cover checklist items that people generally follow when creating their estate plan. Finally, the course wraps up with an overview of estate planning mistakes to avoid, which can ultimately help give you and your loved ones peace of mind that your wishes are covered.
What you'll learn
What an estate plan can do
Key terms and parties
How to identify what documents you need
Estate planning mistakes to avoid
What happens when you pass away without an estate plan
Common estate planning documents
The role of taxes in estate planning