Topics and Learning Objectives

Explore the purpose of estate planning and how it may be used to secure your future.

After completing this sequence, learners will be able to:

  1. Understand the process, documents, and best practices for estate planning and communicating wishes.
  2. Explain important terms to know in the estate planning process.
  3. Identify the differences between a will and a trust
  4. Describe different types of trusts.
  5. Understand how to contribute to your healthcare choices in case of incapacitation.
  6. Identify special family considerations during the estate planning process.
  7. Determine the taxes that may be levied against your estate.

Marketing Teaser

Anyone with assets, dependents, or specific wishes for how they want to be taken care of in old age should consider estate planning. Putting off these decisions can cause unnecessary stress during what is already a difficult time for your loved ones.

Learn how to start planning, with insights around:

  • Why you should consider an estate planning strategy
  • The differences between wills and trusts and the different options available
  • Considerations that should be discussed during the estate planning process

Post on Twitter

Take the time to create an estate plan now to ease the burden of your loved ones later. Learn more about why you should consider estate planning and what to consider in the process: [LINK]


Post on Facebook/LinkedIn

Do you have assets, dependents, or specific wishes for how you want to be taken care of in old age? If so, you should consider creating an estate plan now to ease the burden of your loved ones later. Learn how to get started with building your plan and what to consider in the process: [LINK]


Image Package

Turnkey graphics to promote this topic. Includes course screenshots, lifestyle images, and the topic’s icon.



Topic List

Explore more

Mindful Living

Sample Social Post:

If you're feeling anxious or stressed right now, you aren't alone. Learn strategies for living mindfully to reduce stress.

Debt Management

Sample Social Post:

Don’t let your debt consume you. Tackle your debt head-on and watch the balance (and your stress) decrease.

Mobile And Online Banking

Sample Social Post:

Your phone and your computer are probably a large part of your daily life. Do you know how to use online and mobile banking securely?

Building Emergency Savings

Sample Social Post:

Emergency savings are critical when life hands you the unexpected. Take back control and start building your emergency savings today!