Understanding and Using the Traditional Planning Tools (PTS 100B)

Characteristics, Applications, Best Assets for Use

This course highlights the traditional planning tools most commonly used in estate planning. We discuss how they work and which assets work best with each tool.

Topics

  • Understanding the characteristics and applications of traditional planning tools
  • Defining the best assets for use of each planning tool

Video

Handout

Understanding and Using the Traditional Planning Tools (PTS 100B)

Related Resources