Estate Planning for University Faculty Guidebook

Our guidebook is designed for university faculty with at least $500,000 in investable assets. It can help simplify the estate planning process by outlining an efficient four-step plan you can use to pursue your legacy goals. It also helps reveal key points to consider along the way.

Topics discussed:

Two estate planning myths that impact university professors
The estate planning process and when to update your estate plan
Situations that may require more specialized estate planning
Planning for your incapacity
Planning for the distribution of assets after your death
Avoiding a complex, messy estate settlement process

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