Certificate in Legacy & Succession Planning
-- ViewingNowThe Certificate in Legacy & Succession Planning is a comprehensive course designed to meet the growing industry demand for professionals who can effectively assist clients in preserving their wealth and values beyond their lifetime. This course emphasizes the importance of legacy planning, an emerging field that integrates traditional estate planning with life planning goals.
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⢠Introduction to Legacy & Succession Planning
⢠Understanding the Importance of Legacy Planning
⢠The Legal Aspects of Succession Planning
⢠Estate Planning: Wills, Trusts, and Probate
⢠Financial Planning for Legacy and Succession
⢠Tax Planning for Wealth Transfer
⢠Family Business Succession Planning
⢠Planning for Incapacity and End-of-Life Care
⢠Communication and Conflict Resolution in Legacy and Succession Planning
⢠Best Practices in Legacy and Succession Planning
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