Course Central
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Estate Planning meeting for Tuesday, September 30th at 8:30 PM ET - Zoom information here
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Life Insurance as Legacy - Turning a Policy Into a Powerful Estate Planning Asset with Eric McLoyd August 26, 2025
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Estate Planning in Action - Real Lessons from Real Families with Dr. Sabrina Williams July 21, 2025
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Legacy Without Conflict - Estate Planning for Blended and Complex Families with Attorney Tamika Johnson June 16, 2025
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Securing the Future - Succession Planning for Black Wealth, Family, and Legacy with Dr. Sabrina Williams - May 28, 2025
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Black Legacy Blueprint - Preparing the Next Generation to Receive, Respect, and Grow Your Legacy with Eric McLoyd - April 29, 2025
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Understanding Wills, Trusts, and Probate Avoidance with Attorney Tamika Johnson - March 31, 2025
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Learning to Trust: Estate Planning Strategies with Dr. Boyce Watkins & Dr. Sabrina Williams– February 13, 2025 (Replay)
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Dr. Boyce Estate Planning Interview with Attorney Tamika Johnson | December 10, 2024 (Replay)
Unit 1: Introduction to Estate Planning
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Estate: Understanding property ownership and its implications for estate planning. (2:18)
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Will: The basics of creating a will and its importance in distributing assets after death. (2:30)
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Living Will: Introduction to a living will and its role in outlining medical decisions if one becomes incapacitated. (2:23)
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Testator: The role of the person making a will and their responsibilities. (2:22)
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Executor: Responsibilities of the individual appointed to administer the estate. (2:40)
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Probate: Overview of the probate process and its significance in estate planning. (2:59)
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Estate Planning Attorney: The role of an attorney in guiding the estate planning process. (2:39)
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Non-Probate Asset: Discover how non-probate assets bypass the probate process and transfer directly to designated beneficiaries. (2:09)
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Unit 1: Introduction to Estate Planning Quiz
Unit 2: Core Principles of Estate Planning – Basic Concepts and Essential Terms
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Intestate: Explore the implications when someone passes away without a valid will. (2:27)
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Intestacy Laws: Explore the rules governing the distribution of assets when someone dies without a will. (2:35)
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Heir: Delve into the legal rights of individuals to inherit assets from a deceased person. (2:30)
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Beneficiary: Understand the process of designating recipients for specific assets in an estate. (3:03)
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Per Capita: Learn about this method of distributing an estate where each heir receives an equal share. (1:16)
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Per Stirpes: Understand this method of distributing an estate where descendants receive a portion of their deceased ancestor’s share. (1:16)
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Guardianship: Learn about the legal assignment of responsibility for minor children or incapacitated adults. (2:25)
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Power of Attorney: Discover the significance of granting decision-making authority to another individual. (2:26)
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No Contest Clause: Investigate how this clause helps prevent disputes over an estate plan. (2:36)
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Elective Share: Learn about the portion of an estate a surviving spouse is entitled to, regardless of the will's directives. (2:30)
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Conservatorship: Understand the role and responsibilities of a court-appointed conservator managing the affairs of an incapacitated person. (2:36)
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Fiduciary: Explore the fiduciary’s role in managing trusts or estates with a legal obligation to act in the best interests of others. (2:35)
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Unit 2: Core Principles of Estate Planning – Basic Concepts and Essential Terms Quiz
Unit 3: Simple Trusts: Building Blocks for Effective Estate Planning
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Trust: Introduction to how trusts function in estate planning. (3:16)
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Trustee: Managing the responsibilities of overseeing a trust. (3:14)
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Grantor/Settlor: The individual who creates and funds a trust. (3:06)
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Living Trust: Basics of trusts created during one’s lifetime to manage assets. (3:19)
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Revocable Trust: Understanding trusts that can be altered or revoked by the grantor. (3:41)
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Irrevocable Trust: Discover how this trust, once established, cannot be altered or revoked by the grantor. (3:33)
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Crummey Trust: Leveraging gift tax exclusions effectively in estate planning. (1:59)
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Codicil: Amendments or additions to an existing will. (2:11)
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Durable Power of Attorney: Explore the legal mechanism that grants someone the authority to make decisions on your behalf if you become unable to do so. (2:12)
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Unit 3: Simple Trusts: Building Blocks for Effective Estate Planning Quiz
Estate Planning 101: The Essentials for Building and Protecting Your Legacy Review
