Introduction to Estate Planning - Course 3

  • 14 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

Introduction to Estate Planning Course 3 focuses on wills, including their key components to making them valid, the process of establishing a will, the dangers of not having a will, and what may happen if someone passes without a will. Read More

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Overview

  • Goals

What is a Will?

  • Last Will and Testament

  • Identifying the Legatees

  • Types of Gifts in a Will

  • How Assets Pass

  • Dying With or Without a Will

  • Features of a Good Will

Cases of Insufficient Wills

  • Wills: Three Cautionary Tales

  • Homework I

  • Elvis Presley's Exemplary Will

  • Homework II

Probate Estate

  • What Triggers a Probate Estate?

  • Titling of Assets and Probate Considerations

Conclusion

  • Wrap Up

Test Your Knowledge

  • Quiz Locked

Introduction to Estate Planning Course 3 focuses on wills, including their key components to making them valid, the process of establishing a will, the dangers of not having a will, and what may happen if someone passes without a will. This course discusses all aspects of the process of establishing an estate plan and the important decisions that must be made in doing so. Finally, the course reviews the methods in which an estate may allocate assets, as a means to understand the intentions of the individual passing on property and potential issues of fairness and equity over generations.

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