Helping Families Navigate the Financial Challenges of Age Transitions
Grow Your Confidence
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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:
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
THE 1ST P – PEOPLE
Lesson 9: What to Know about The People in your loved-ones life.
THE 2ND P – PROPERTY
Lesson 10: Types of Property and Evidence of Ownership
Lesson 11: How Property is Titled
Lesson 12: Beneficiary Property
Lesson 13: Digital Property
THE 3RD P – PROGRAMS
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
THE 4TH P – PLANS
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
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:
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
Lesson 2: Trust Administration Basics
Lesson 3: Fiduciary Duty and Ethics
Lesson 4: Trustee Powers and Limitations
Lesson 5: Investment Management
Lesson 6: Tax Considerations
Lesson 7: Communication and Relationship Management
Lesson 8: Distribution Planning
Lesson 9: Special Needs Trusts
Lesson 10: Charitable Trusts
Lesson 11: Trustee Liability and Litigation
Lesson 12: Succession Planning (20 minutes)
Lesson 13: Trust Protectors and Advisors
Lesson 14: Family Governance
*Final course topics and number of courses may be different from those listed above.
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