Introduction to Estate Planning - Course 1

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.