Estate Planning for University Faculty Guidebook

Our guidebook is designed to 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 & 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 Mess 

Download the guidebook

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