About
Estate Planning Deep Dive-How to Protect Your Family and Your Assets If Something Happens To You! In this self-paced course, you will be introduced to what you need to know to properly protect your loved ones and your assets by showing you how to establish your personalized estate plan to protect and provide for loved ones and structure your plan to ensure you can help them for generations. This nine-module course will introduce you to Health Care Proxy's, Living Wills, Powers of Attorney, Guardian Designations, Wills, Trusts, and other potential estate planning devices. It discusses issues specific to business owners, including buy-sell agreements and the use of life insurance. In this self-paced course, you will be introduced to the proper way to establish your estate plan and how you can work with an estate planning professional in your state. Unfortunately, death and taxes affect everyone. Learn the basics of how you can protect and provide for loved ones, while you structure your plan to ensure you can help those you leave behind for generations. This course is meant to guide you through the Estate Planning process. This education is strategy-driven, it is not meant to be construed as legal or tax advice. We are not acting as your attorney or accountant, and we highly recommend that you have your plan reviewed by a professional in your particular state. The laws of each state may differ slightly, therefore it is recommended that you check with your attorney.
You can also join this program via the mobile app. Go to the app