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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⢠Introduction to Legacy Planning
⢠Understanding the Importance of Legacy Planning for Peace of Mind
⢠Key Elements of a Legacy Plan
⢠Wills and Trusts: Primary Tools for Legacy Planning
⢠Estate Tax Planning: Minimizing Tax Liabilities
⢠Legal Considerations in Legacy Planning
⢠Charitable Giving and Philanthropy in Legacy Planning
⢠Communicating Your Legacy Plan to Family Members
⢠Digital Assets in Legacy Planning
⢠Reviewing and Updating Your Legacy Plan Regularly
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