Estate Planning Basics - Module 1

Module 1 of Estate Planning Basics 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, outside influences such as tax law changes and economic downturns, family culture influences, the concept of “ruling from the grave,” and modern perspectives with a timely example of an inheritor are explored.

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"