Estate Planning Basics - Module 2
Estate Planning for Incapacity introduces estate planning as both an efficient and effective means of passing along property. The module reviews the key estate planning documents utilized in an estate plan, including providing a sample power of attorney for personal care and a sample power of attorney for health care. This module also discusses the power of leaving a legacy and the story of Alfred Nobel.
Estimated Completion Time: 3 hours
Prerequisites: Estate Planning Basics Recommended
Featured Resources:
Articles/Books
- Heritage Trust estate planning roadmap - "Heritage Trust: Before It's Too Late: The Estate Organizer Guide for Canadians, 2nd Edition" by Cindy Radu
- Sample of an enduring power of attorney for personal care for Ontario
- Sample power of attorney for finances
Videos
- Podcast from Cindy Radu entitled, Get it Together: What you Need to Know to Organize Your Estate
- Podcast from Dr. Katie Spencer entitled, Crafting Legacies, Unveiling Personal Narratives-The Tamarind Learning Podcast
- Podcast from Iris Wagner entitled, Family Lore, Wisdom, and Values: Transformation with Ethical Wills
- Access your courses anytime, anywhere, with a computer, tablet or smartphone
- Videos, quizzes and interactive content designed for a proven learning experience
- Unlimited access. Take your courses at your time and pace
- This program is designed to take 1-2 months with approximately 10-15 hours per week of study. If you put in more hours per week, you will finish sooner than the predicted 1-2 months
