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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