Managing Risk: Estate Planning

Estate Planning: HS.45 : Goal Setting Strategies (3) (PDF) | (PPT)

To teach about estate planning, explain the process for long-term goal planning - particularly utilizing the SMART process.

Estate Planning: MS.25 : Seeking Counseling (all,IA) (PDF) | (PPT)

When discussing estate planning, identify this as a financial situation where counseling may be advisable. Identify potential sources for counseling and benefits of getting appropriate counseling.