Participants will be able to:
- Explore with the client critical issues relating to their individual scenario
- Discuss issues faced by the family that impact succession planning
- Introduce to the client concepts and structures relating to wealth distribution and succession
This course introduces you to the consequences of not having a will and why it is essential to make your plan now.
Learn about wills, trusts, guardianship, and lasting power of attorney (LPA). By the end of the course, you will know how to plan your estate in a few steps:
- Ascertain the assets you own.
- Determine how you want your estate distributed.
- Decide on the means of transferring your assets.
- Execute your estate plan.
- Review it annually.