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Estate Planning

Description: Designed to assist Missourians to meet their future needs in regard to asset management and wealth transfer.

Curriculum/program overview: The Estate Planning curriculum helps Missourians understand the need for an estate plan and presents the fundamentals of creating one. Topics covered by Estate Planning include wills, trusts, gifting, power of attorney, nontitled property, no probate transfer tools and health care directives. The curriculum also stresses the importance of starting the process of estate planning and offers strategies for reducing family conflict. [Curriculum being adapted currently.]

Contact person: Andrew Zumwalt

Evaluation tool:

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