This course is a concise and practical guide to what every insurance professional should know about the law of wills and trusts -- as well as a range of other matters -- while advising others. Before and during the design of a client's estate plan the professional can provide value as part of the advisor team. This course is based on real questions, concerns and issues encountered over many years, among people at all economic levels, from modest to quite substantial. There is no better way to build trust, confidence, and respect than becoming a source of knowledge on the topics and issues presented here.
Wills and Trusts
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