6. Estate Planning Basics

Estate Planning Basics

Learning Outcomes

There are five objectives for this section:
 
A. Understand the Principles of Estate-Planning
B. Understand the Importance of Estate Planning and the Goals of Estate Planning
C. Understand the Estate-Planning Process
D. Know How Trusts Can Be Used to Your Advantage in Estate Planning
E. Understand the Importance of Wills and Probate Planning
 

Chapter Reading

Please read the chapter on "Estate Planning Basics" (PDF)

 

Slide Presentation

Please click here for the PowerPoint slide presentation (PPT) for this chapter, or here for the slides as a PDF.

 

Video

 

Assignments

Here are the assignments for "Estate Planning Basics"

 

Tools

The following learning tools may be helpful with this chapter:

Sample Advance Directives to Physicians

 

Additional Materials