Professional Certificate in Legacy Planning for Peace of Mind
-- ViewingNowThe Professional Certificate in Legacy Planning for Peace of Mind is a comprehensive course designed to meet the growing industry demand for experts who can help individuals and families plan their legacies. This course equips learners with essential skills in legacy planning, estate planning, and wealth management, enabling them to provide valuable guidance and assistance to clients seeking to ensure their assets are distributed according to their wishes.
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โข Introduction to Legacy Planning
โข Understanding the Importance of Legacy Planning for Peace of Mind
โข Key Elements of a Legacy Plan
โข Wills and Trusts: Primary Tools for Legacy Planning
โข Estate Tax Planning: Minimizing Tax Liabilities
โข Legal Considerations in Legacy Planning
โข Charitable Giving and Philanthropy in Legacy Planning
โข Communicating Your Legacy Plan to Family Members
โข Digital Assets in Legacy Planning
โข Reviewing and Updating Your Legacy Plan Regularly
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