Introduction to Estate Planning - Course 1

  • 13 Lessons

Instructors

Kirby Rosplock

Kirby Rosplock (Ph.D.)

Born into a very successful enterprising family, Kirby learned family wealth basics the way most affluent offspring do (or don’t) Read More

About Course

Course 1 of the Introduction to Estate Planning reviews the five estate planning phases and the five basic goals of the iterative estate planning process. Triggering events that impact estate planning, either anticipated or unanticipated, are discussed. Read More

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Overview

  • Goals

Film

  • The Descendants

  • Homework I

Goals, Phases, and Process

  • Estate Planning Goals

  • Estate Planning Phases

  • An Iterative Process

  • Triggering Events

Influences on an Estate Plan

  • Outside Influences

  • Family Culture

  • Ruling from the Grave

A Modern Case Study

  • Anderson Cooper

  • Homework II

Conclusion

  • Wrap Up

Test Your Knowledge

  • Quiz Locked

Course 1 of the Introduction to Estate Planning course reviews the five estate planning phases and the five basic goals of the iterative estate planning process. Triggering events that impact estate planning, either anticipated or unanticipated, are discussed. Further, outside influences such as tax law changes and economic downturns, family culture influences, the concept of “ruling from the grave,” and modern perspectives with a timely example of an inheritor are explored.

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Ramia A.
June 4, 2020
a great experience