Estate Planning and Wills
( 25 Modules )

Module #1
Introduction to Estate Planning
Overview of the importance of estate planning, common myths and misconceptions, and goals of the course

Module #2
Understanding Wills
Definition and purpose of a will, types of wills, and essential elements of a valid will

Module #3
Wills vs. Trusts
Key differences between wills and trusts, advantages and disadvantages of each

Module #4
Estate Planning Documents
Overview of common estate planning documents, including powers of attorney, living wills, and advance directives

Module #5
Probate:What It Is and How to Avoid It
Explanation of the probate process, pros and cons, and strategies for minimizing or avoiding probate

Module #6
Understanding Estate Taxes
Overview of federal and state estate taxes, exemptions, and strategies for minimizing tax liability

Module #7
Gathering Information for Estate Planning
Identifying and organizing assets, debts, and other important information for estate planning purposes

Module #8
Determining Your Estate Planning Goals
Identifying personal and financial goals, and how they impact estate planning decisions

Module #9
Choosing an Executor
Selecting the right person to carry out the wishes outlined in your will

Module #10
Naming Beneficiaries
Selecting beneficiaries for wills, trusts, and other estate planning documents

Module #11
Minor Children and Estate Planning
Special considerations for parents, including guardianship and trusts for minor children

Module #12
Blended Families and Estate Planning
Unique challenges and considerations for blended families, including step-children and prior marriages

Module #13
Special Needs Planning
Estate planning strategies for individuals with special needs, including supplemental needs trusts

Module #14
Business Owners and Estate Planning
Unique estate planning concerns for business owners, including buy-sell agreements and succession planning

Module #15
Real Estate and Estate Planning
Estate planning considerations for real estate owners, including titling, transfer on death deeds, and homestead exemptions

Module #16
Digital Assets and Estate Planning
Estate planning for digital assets, including social media, email, and cryptocurrency

Module #17
Updating and Reviewing Your Estate Plan
Importance of regular review and updates to your estate plan, including changes in law, relationships, and assets

Module #18
Estate Planning for Same-Sex Couples
Unique estate planning considerations for same-sex couples, including marriage, divorce, and inheritance rights

Module #19
International Estate Planning
Estate planning considerations for individuals with international assets, including foreign property and tax implications

Module #20
Philanthropy and Estate Planning
Incorporating charitable giving into your estate plan, including wills, trusts, and beneficiary designations

Module #21
Avoiding Family Conflicts
Strategies for minimizing family conflicts and disputes in the estate planning process

Module #22
The Role of the Executor
Responsibilities and duties of the executor, including probate, asset management, and tax returns

Module #23
Common Estate Planning Mistakes
Common errors and oversights in estate planning, and how to avoid them

Module #24
Estate Planning for Unmarried Couples
Unique estate planning considerations for unmarried couples, including cohabitation agreements and wills

Module #25
Course Wrap-Up & Conclusion
Planning next steps in Estate Planning and Wills career

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Estate Planning and Wills ( 25 Modules )

Estate Planning and Wills
( 25 Modules )