Introduction to Estate Planning - Course 2 (Canadian)

  • 17 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 2 introduces estate planning as both an efficient and effective means of passing along property. The course explores how, through estate planning, grantor’s may express their intention around what they leave to beneficiaries. Read More

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Overview

  • Goals

Estate Planning Building Blocks

  • Introduction

  • Estate Planning Documents

  • Powers of Attorney (POA)

Advance Directives Applied

  • Sample Power of Attorney for Personal Care

  • Homework I

  • Power of Attorney for Health Care

  • Sample Power of Attorney for Finances

  • Homework II

  • The Impact of a Health Care Crisis

  • Matt’s Situation

Legacy

  • Leaving a Legacy

  • Connecting Meaning to Means

  • Alfred Nobel: “The merchant of death is dead.”

  • Homework III

  • A Beneficiary's Role

Conclusion

  • Wrap Up

Test Your Knowledge

  • Quiz Locked

Introduction to Estate Planning Course 2 introduces estate planning as both an efficient and effective means of passing along property. The course reviews the key estate planning documents utilized in an estate plan, including providing a sample power of attorney for personal care and a sample power of attorney for health care. This course also discusses the power of leaving a legacy and the story of Alfred Nobel.

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