Course Catalog >> Personal Development
Estate Planning and Your Legacy
Course # 402
Advertising Description:
This class is designed to help you discover and explore the subject of legacy. Learn about the essential elements and benefits of an estate plan to ensure your family and financial goals are met after you die. Discover how an Ethical Will can be the most rewarding message you will ever create, both for you and those you love.
Key Topics:
- Overview of Estate Planning
- What is estate planning?
- Who needs estate planning?
- Goals of Estate Planning
- Non financial goals
- Financial goals
- Common estate planning mistakes and pitfalls
- Essential Elements of Estate Planning
- Wills
- Will substitutes
- Incapacity/disability
- Property ownership
- Gifts
- Legacy Letters: Ethical Wills
- What is an Ethical Will?
- Frequently asked questions
- Five steps to create your Ethical Will
Objectives:
To have a better understanding of the estate planning process and the benefits derived from achieving family and financial goals after you die.
Participants (audience course is aimed at):
All UI faculty & staff interested in learning about basic estate planning and Ethical Wills.