Session Objective
Why every adult should have an estate plan. Learn how to create a plan to distribute assets, during life or upon death.
Why every adult should have an estate plan
Learning Outcomes
- understand the what and why of estate planning
- learn about the various tools of estate planning
- powers of attorney
- wills
- joint accounts
- gifting
- trust
- define dying without a will
- highlight facts on life insurance
Session Outline
- what is estate planning?
- estate planning process
- key ideas
- tools and aids
- Q&A
Learning Materials
- Planning for the End of Life Guide (CPA Canada) — provides the tools and information needed for retirement planning
Photo credit: Getty Images
Session Level
Basic
Topics Covered
Financial Planning
Managing Finances
Personal Finances
Estate Planning
Who Should Attend
Adults, seniors
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