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