Many people put off estate planning, assuming it requires complex trusts or expensive lawyers. But in reality, a simple will and a power of attorney (POA) can go a long way toward protecting your assets, healthcare wishes, and loved ones. This course provides a step-by-step roadmap to creating and using these documents effectively. Students will learn how to prepare a legally valid will, designate trustworthy agents under a POA, and avoid common pitfalls that can invalidate or weaken their protections. By the end, learners will be equipped to take immediate, practical steps to secure their future.
Course Objectives
By the end of this course, students will be able to:
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Understand the purpose and power of a simple will and a POA.
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Identify what a will should and should not include.
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Recognize the different types of powers of attorney and when they apply.
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Draft, sign, and execute these documents in compliance with state laws.
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Choose appropriate beneficiaries, executors, and agents.
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Anticipate and prevent disputes among family or heirs.
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Store, update, and enforce these documents to ensure they are honored.
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Protect themselves legally without unnecessary complexity or cost.
