Estate Planning Basics - Module 1
Module 1 of the Estate Planning Basics course reviews the five estate planning phases and the five basic goals of the iterative estate planning process. Triggering events that impact estate planning, either anticipated or unanticipated, are discussed. Further, the module explores outside influences such as tax law changes and economic downturns, family culture influences, and the concept of “ruling from the grave." This introductory module showcases modern perspectives on estate planning and includes a timely example of a real-life inheritor.
Estimated Completion Time: 3 hours
Featured Resources:
Books
- Estate and Trust Administration for Dummies,2nd Ed Chapter 2, “Exploring the Ins and Outs of Estate Planning” by Margaret Atkins Munro, EA & Katheryn A. Murphy, Esq.
- Beyond the Grave, Revised and Updated Edition: The Right Way and the Wrong Way of Leaving Money to Your Children (and Others) by Jeffery L. Condon, Esq.
Articles
- "Culture Does Indeed Eat Structure for Breakfast", by Matt Wesley.
- "Anderson Cooper to Inherit Less Than $1.5 Million from Mother, Gloria Vanderbilt", by Emily Smith
Film/Podcast
- The Descendants film by Alexandar Payne
- Howard Stern’s interview with Anderson Cooper
- Podcast by Oliva Summerhill entitled, Prenups, Postnups, and Divorce: Navigating the UHNW Marriage
- Access your courses anytime, anywhere, with a computer, tablet or smartphone
- Videos, quizzes and interactive content designed for a proven learning experience
- Unlimited access. Take your courses at your time and pace
- This program is designed to take 1-2 months with approximately 10-15 hours per week of study. If you put in more hours per week, you will finish sooner than the predicted 1-2 months
