Estate Planning

Author:  Rhonda Latreille, MBA, CPCA
Founder & CEO
Age-Friendly Business®

The psycho-dynamics of Estate Planning are described in order to gain insight into the mechanisms that influence legacy-creating behaviours as well an end-of-life transfer of wealth and assets. Students become familiar with the role of various estate planning strategies, including durable Power of Attorney, wills, taxation factors, probate, trusts and tax-advantaged charitable giving options; the importance of teamwork and communication is emphasized.

Qualifies for the Continuing Education Credits:

  • The Institute For Advanced Financial Education/Advocis – 1.25 credits
  • Financial Planners Standards Council/CFP – 1.50 credits

For continuing educational information on all our courses, click here.

You may also like…

No Longer Here – But Never Forgotten

No Longer Here – But Never Forgotten A remarkable and cherished woman passed away a few months ago.  She was a mother, wife, daughter, sister, friend, mentor, role model, businesswoman, and confidante.  Her name was June, and she was my sister-in-law.  I was blessed...

Building a Legacy That Goes Beyond Material Wealth

Building a Legacy That Goes Beyond Material Wealth Have you ever wondered what lasting legacy you will leave behind for future generations? While accumulating material wealth can be significant, passing on values and characteristics that will stand the test of time is...

Light – Circadian Rhythms – Health and Well Being

Did you know that your tissues and organs have their own biological clocks?  Even more compelling is the fact that these clocks are coordinated and synchronized! The conductor of this grand synchronization is a ‘master clock’ residing in nerve cells in a part of the...

Sleep Better to Live Longer

It has long been accepted that we need good nutrition and regular exercise to contribute toward our health and longevity. Did you know that quality sleep was just as important? We always think about sleep as being restive – and this is true. However, there exists...

Cognitive Reserve – Can We Beat Biology?

We know we are living longer — but are we living better?  Most would agree that it is not just about adding more years to our life story, it is about making sure those years enriching and rewarding. Too often, though, we know of friends and family who struggle...

Intergenerational Learning : What Is Old Is New Again

Imagine young and old coming together to experience, learn, and share. Innovative new programming, or a dusting off of the way it used to be? With our aging population, we see emerging examples of intergenerational programs being offered on many continents. Although...

Power of Older Workers Part 2

The previous Maturity Matters Newsletter alerted us to the exodus of a highly skilled and knowledgeable workforce leaving many organizations.  More than half of their management teams and employees are positioned to leave as Baby Boomers are preparing for...

Power of Older Workers – Part 1

In praise of wine, cheese, and older workers – why we need to woo, engage and retain maturing employees. The majority of maturing workers are there because they want to be, and increasing numbers need to be there.  They are reliable, loyal, mature, professional...

Tax Time Scams – Time for a Review and Update

The phone rings. You pick it up and the caller identifies himself as being from the government, contacting you on a problem with your taxes. Your heart races. You begin to wonder what could possibly be wrong? You picture investigations, fines, and trouble!...

National Advance Care Planning Day is April 16th

Keeping Our Voice – Part 2 – Advance Care Planning Life Happens….Be Ready.  This compelling theme underscores the significance of our National Advance Care Planning Day held annually on April 16. When we cannot speak for ourselves – who will speak for us, and what do...

0 Comments