Estate Planning Deep Dive-How to Protect Your Family and Your Assets
Price
$297
Duration
4 Weeks
About the Course
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 own 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 a professional in your state prior to finalizing any estate planning documents.
Your Instructor
Leslie Quinn
As an attorney, real estate broker and investor I enjoy real estate investing as well as helping people start and run a successful business. Over 25 years, I have seen clients with issues that could have resulted in better outcomes had they had proper education, resources and representation. In my own businesses, all of which I built from scratch over the years, I realized the financial, emotional and management struggles I had were all because I lacked having a mentor come before me to give me that education from their experience. My goal is to be a professional mentor and educator with practical knowledge, experience that helps you implement hands on education that can help you build and design a business you love, and that builds value for you and your family for generations. It is important to our mission to help you learn strategies to build generational wealth, to determine how to manage that wealth and to teach your children how to be sucessful entrepreneurs themselves. As a homeschool mom of over 14 years with four children, three still under the age of 18, I know how hard it is to run a business while raising children. But the fun part is that you can teach them while working with them! My goal this year is to build a community of investor/business owners that are here to support you with resources and tools to help you achieve success in building your business and managing your financial future. Join me to build your way to creating your own Family Office!
