Unpacking the Three Approaches to Estate Planning
There are three approaches to estate planning: a tax approach, a values approach and a virtues approach. In this course we highlight why the virtues-based approach is the most effective and the most enduring.
- Unpacking the three approaches to wealth planning practiced today
- Growing a strong family tree
- Contrasting virtues and values
Note: the Video for this course will be available Winter 2020.