Legacy and Estate Planning
Jean Riordan
Planning for one’s demise is not something we are readily willing nor able to discuss. Legacy and estate planning is the process of preparing how you are going to leave your assets and property to your loved ones following your passing. It can be a meaningful and inclusive process. This course will discuss what happens when a legacy isn't planned, how to plan for sudden incapacity, the importance of expressing your wishes and conveying your values, and how to successfully transfer your wealth, tangible and intangible