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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โข Introduction to Legacy & Succession Planning
โข Understanding the Importance of Legacy Planning
โข The Legal Aspects of Succession Planning
โข Estate Planning: Wills, Trusts, and Probate
โข Financial Planning for Legacy and Succession
โข Tax Planning for Wealth Transfer
โข Family Business Succession Planning
โข Planning for Incapacity and End-of-Life Care
โข Communication and Conflict Resolution in Legacy and Succession Planning
โข Best Practices in Legacy and Succession Planning
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