Helping Families Navigate the Financial Challenges of Age Transitions


  • Grow Your Confidence

  • Be part of a Supportive Community

  • Gain access to knowledge experts

Financial Caregiver Academy is expected to launch by late summer 2023 and Trustee Academy by 2024. Sign up for our mailing list to be notified of pre-release free webinars and discount options for early registrations. 

Sign up to be the first to know when these courses are live!

Two Great Courses for Financial Caregivers and Trustees​

Learn to Manage Your Loved One's Finances with Confidence.

Taking care of a loved one can be a challenging experience, especially when it comes to their financial wellbeing. It’s a delicate matter that requires expertise and knowledge, but it’s not always easy to find the right resources to help you navigate through the complex world of financial caregiving. That’s why I created this online course, specifically designed for caregivers like you who want to learn how to manage their loved one’s finances with confidence and ease.

What you’ll get out of this course:

  1. Develop a deep understanding of financial caregiving and its importance in providing the best care for your loved one.
  2. Learn about the Four P’s of Financial Caregiving – The People, Property, Programs, and Plans that you need to understand.
  3. Discover effective strategies for managing bills, assets, taxes, Social Security, Medicare, and other integral parts of your loved-one’s financial life, so you can avoid costly mistakes and maximize your loved one’s resources.
  4. Gain valuable insights into the legal and ethical considerations of financial caregiving, and how to protect your loved one’s assets from potential fraud or abuse.
  5. Gain access to a supportive community of fellow caregivers who are also navigating the challenges of financial caregiving, and get expert guidance and feedback from experts.

My online course is designed to allow you to move at your own pace.  The complete course includes twenty-two video lessons each about 15-20 minutes and supplemented with supporting materials, articles, and other resources. Quizzes at the end of each lesson allow you to check your understanding of the learning objectives.

Course Content

Unit One: Working with Older People

Lesson 1: The Journey of Aging

Lesson 2: Cognition and Memory

Lesson 3: Capacity, Consent, and Undue Influence

Lesson 4: Elder Financial Abuse

Unit Two: Working as a Family

Lesson 5:  Starting the Conversation, Determining Who does What

Lesson 6: Avoiding Family Conflicts

Lesson 7: Personal Care Agreements

Lesson 8: Developing a Caregiving Code of Honor

Unit Three: The Four P’s of Financial Caregiving


Lesson 9: What to Know about The People in your loved-ones life.


Lesson 10:  Types of Property and Evidence of Ownership

Lesson 11: How Property is Titled

Lesson 12: Beneficiary Property

Lesson 13: Digital Property


Lesson 14: What You Need to Know about your loved-one’s Social Security Program

Lesson 15: What You Need to Know about your loved-one’s Medicare Program

Lesson 16: What about Medicaid Planning

Lesson 17: Veterans’ Benefits Programs


Lesson 18: Plans for Incapacity

Lesson 19: Plans for End-of-Life Decisions

Lesson 20: Plans for Long Term Care

Lesson 21: Funeral and Memorial Plans

Lesson 22: Plans for Estate Distribution

The Ultimate Guide to Preserving Your Family's Wealth and optimizing your success as a family trustee.

Being a family trustee comes with a great deal of responsibility. You need to make difficult financial decisions, navigate complex legal and tax issues, and ensure that your family’s assets are managed effectively. With my online course, you’ll gain the essential skills and knowledge you need to tackle these challenges with confidence. My course is designed to give you a comprehensive understanding of what it takes to be an effective family trustee.

What you’ll get out of this course:

  1. Learn about each of the fiduciary duties you need to follow to deliver the best service to your trust beneficiaries, and reduce the risk of conflict and litigation.
  2. Break down the legalese language of your trust document into clear understandable terms.
  3. Learn the #1 prevention against conflict and litigation that is so simple to implement, yet so frequently overlooked.
  4. Discover how best to work with your trust team – lawyers, accountants, and investment managers.
  5. Be aware of what your options are if you no longer wish to be a trustee.
  6. Learn from a supportive community of experts and fellow trustees to help you avoid serious mistakes.

Course Description: This online course is designed to provide family trustees with the necessary knowledge and skills to effectively manage family trusts, while minimizing the risk of conflict and litigation. Through a series of 14* lessons, learners will explore the responsibilities, challenges, and best practices for serving as a family trustee.

Lesson 1: Introduction to Family Trusts and Trustees 

  • Definition and purpose of family trusts
  • Roles and responsibilities of family trustees
  • Common challenges and pitfalls for family trustees

Lesson 2: Trust Administration Basics 

  • Overview of trust administration process
  • Key legal and financial terms
  • Required documentation and record-keeping

Lesson 3: Fiduciary Duty and Ethics

  • Understanding fiduciary duty
  • Ethics and best practices for family trustees
  • Managing conflicts of interest

Lesson 4: Trustee Powers and Limitations

  • Understanding the scope of trustee powers
  • Limitations and constraints on trustee actions
  • Balancing trustee discretion and beneficiary needs

Lesson 5: Investment Management 

  • Understanding investment management duties
  • Prudent investor rule and other legal standards
  • Strategies for minimizing investment risk

Lesson 6: Tax Considerations

  • Overview of tax implications for family trusts
  • Tax planning strategies
  • Tax reporting and compliance requirements

Lesson 7: Communication and Relationship Management 

  • Effective communication strategies with beneficiaries
  • Handling difficult conversations and conflicts
  • Building positive relationships with beneficiaries

Lesson 8: Distribution Planning

  • Understanding distribution options and limitations
  • Managing distribution requests and expectations
  • Balancing beneficiaries’ needs and the trust’s objectives

Lesson 9: Special Needs Trusts 

  • Understanding special needs trusts
  • Key considerations for managing special needs trusts
  • Coordination with government benefits programs

Lesson 10: Charitable Trusts 

  • Overview of charitable trusts
  • Legal and financial considerations for managing charitable trusts
  • Strategies for maximizing charitable impact

Lesson 11: Trustee Liability and Litigation

  • Common causes of trustee liability and litigation
  • Strategies for minimizing legal risk
  • Managing litigation and disputes

Lesson 12: Succession Planning (20 minutes)

  • Planning for trustee succession
  • Best practices for identifying and training successor trustees
  • Ensuring smooth transition of trustee duties

Lesson 13: Trust Protectors and Advisors 

  • Overview of trust protectors and advisors
  • Roles and responsibilities
  • Coordinating with protectors and advisors

Lesson 14: Family Governance 

  • Importance of family governance in trust management
  • Best practices for family meetings and communication
  • Incorporating family values into trust management

*Final course topics and number of courses may be different from those listed above.

© 2023 Wealth and Honor

Theme by Anders NorenUp ↑