Securing Your Legacy: Estate Planning Strategies for the Future
A simple, straight-talking guide to making smart decisions about whether starting a business is right for you—and if so, how to get started on the right foot.
P999
Module 1: Estate Planning Basics
What is estate planning?
What makes estate planning crucial?
Who needs to plan their estate?
Module 2: Making a Will
How do wills work?
How important it is to have a will
What ought to be said in a will?
Steps in drafting a will
Module 3: Setting up a Trust
What is a trust?
Types of Trusts
Steps in setting up a trust
Module 4: Choosing Powers of Attorney
What is a power of attorney?
Types of powers of attorney
How to choose power of attorney
Module 5: Protecting Your Assets
Strategies for asset protection
Making the appropriate ownership decision for your assets
Tax considerations in estate planning
Module 6: Planning for Incapacity
Advance instructions for healthcare
Planning for long-term care
Module 7: Estate Planning for Business Owners
Planning for business succession
Protection your business assets in your estate plan
Module 8: Evaluating and updating your will
Why it’s crucial to continually evaluate and update your estate plan
When should your estate plan be reviewed?
Modifying your estate plan
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