Estate Planning Basics - Module 2

  • 18 Lessons

  • Duration

    3 Hours

Instructors

Kirby Rosplock

Kirby Rosplock (Ph.D.)

Born into a very successful enterprising family, Kirby learned family wealth basics the way most affluent offspring do (or don’t) Read More

About Course

Estate Planning Basics Module 2 introduces estate planning as both an efficient and effective means of passing along property. The course explores how, through estate planning, grantor’s may express their intention around what they leave to beneficiaries. Read More

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Overview

  • Learning Objectives

    1 Minutes 30 Seconds

Estate Planning Building Blocks

  • Introduction

    2 Minutes
  • Estate Planning Documents

    2 Minutes
  • Power of Attorney (POA)

    2 Minutes
  • POA Differences: Duration and Scope

    2 Minutes
  • Sample Power of Attorney

    16 Minutes
  • Homework I

    30 Minutes

Advance Directives Applied

  • Living Will

    3 Minutes
  • Living Will vs. Durable POA

    2 Minutes
  • Homework II

    30 Minutes
  • The Impact of a Health Care Crisis

    3 Minutes
  • Matt’s Situation

    3 Minutes

Legacy

  • Leaving a Legacy

    26 Minutes
  • Connecting Meaning to Means

    26 Minutes
  • Alfred Nobel: “The merchant of death is dead.”

    3 Minutes
  • Homework III

    30 Minutes
  • A Beneficiary's Role

    1 Minutes 3 Seconds

Conclusion

  • Wrap Up

    30 Seconds

Test Your Knowledge

  • Quiz Locked

Estate Planning Basics Module 2 introduces estate planning as both an efficient and effective means of passing along property. The course explores how, through estate planning, grantor’s may express their intention around what they leave to beneficiaries. This module also explains the critical documents to estate plans including power of attorney, living wills, healthcare power of attorney, and advanced directives.

Estimated Completion Time: 3 hours

Featured Resources: 

Articles

Videos

Customers Review

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3 customer ratings

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Rebecca K.
Dec 06, 2023
Wonderful.
Amy S.
Nov 22, 2023
I found this module helpful in my overall learning.
Robin M.
Jul 16, 2021
Thought this had interesting movie clips and articles that were informative. Also, the intuitive glossary is great!