Estate Planning

The psycho-dynamics of Estate Planning are described in order to gain insight into the mechanisms that influence legacy-creating behaviours as well an end-of-life transfer of wealth and assets. Students become familiar with the role of various estate planning strategies, including durable Power of Attorney, wills, taxation factors, probate, trusts and tax-advantaged charitable giving options; the importance of teamwork and communication is emphasized.

You will notice that the video lectures may refer to statistics to reinforce a teaching point.  Some of these statistics are from research conducted in the past years.  In a number of instances, the research study has not been redone if the trend studied has evidenced no material change. In other circumstances, the statistics may have changed slightly, and we have then included these in the document entitled UPDATED STATS AND FACTS -- so make sure you check these out if they listed in the Resource Material section.

Step 1: RESOURCE MATERIAL. – N/A UPDATED STATS AND FACTS: N/A

Step 2:  FEATURE PRESENTATION:  Click on ‘Launch‘ to load the module presentation: Please login.

Step 3:  VALUE-ADDED RESOURCES FOR YOUR CLIENTS: When you access the Maturity Matters Newsletters through the Member Benefits area, you will have access to the pdf version referenced below, as well as an HTML version of each newsletter that merges YOUR contact information into the Newsletter Banner to help promote YOU to YOUR clients and community.

Maturity Matters Newsletter: Legacy Beyond Wealth
Maturity Matters Newsletter: Keeping Our Voice — Advance Care Planning
Maturity Matters Newsletter: Keeping Our Voice — End of Life Planning

Step 4:   REVIEW THE QUIZ INSTRUCTIONS AND TIPS. The option to start the quiz will not be available until you complete the module presentation in Step 2..

QUIZ INSTRUCTIONS

To load the quiz, you must 'Refresh' this page after completing the Feature Presentation lesson.  To Refresh the page, click on the F5 key or click on the reload symbol to the right of the address bar.   Remember -- the quiz will not be available to load until you have viewed the full presentation.

5 questions associated with this module will be downloaded.

You must receive a score of  at least 75% (4/5 questions answered correctly) to successfully complete this module.

If you do not achieve a score of 75% with your first try, don't worry, as you will be given the opportunity to retry the quiz, and another set of 5 questions will be made available to you.

Since the questions are selected randomly from a pool of questions, some of the questions may or may not be the same as the previous quiz.

You will notice that once you have completed a question, the correct answer will be highlighted in green, and any incorrect selection that was made will be highlighted in pink.

QUIZ TIPS

• Although we wanted to create reasonably challenging questions, we did not intend to create 'trick' questions. If it feels like a trick question to you -- please re-read the question carefully and ask yourself what fact or concept is being questioned.
• This is NOT a timed quiz. Take all the time you need to consider the question and make your best selection.
• Be attentive to questions asking which statement is NOT correct, or if all statements are correct EXCEPT.
• If you have read the question carefully, your first impression of the correct answer is usually the right choice to make.

Smile and Relax!  We have provided you with every opportunity to do well.

5757Array
(
)
SELECT post_id FROM wp_postmeta WHERE meta_key LIKE '_lession_for_quiz' AND meta_value LIKE '5918'5687
sa1: ld_quiz quiz_id="5687"