Estate Planning Teaching Resources
Materials for a four-part estate planning course.
Note: The presentations are available as Microsoft PowerPoint PPTX files (speaker notes included). If you don't have the PowerPoint program, you can use the PDF version for a slideshow - the speaker notes are available as a separate file.
Considering your lifetime - how much time do you have left? This session covers funeral arrangements, wills, probate, and estate administration.
The main topic of this session is caring for aging parents and when to consider opening a trust.
How will you provide for your family after you’re gone? This session covers life insurance and other types of insurance.
The final session has us turn our hearts towards eternity and talk about legacy and inheritance.