Estate Legacy Planning for Caregivers: 8-Hour Course
This 8-hour course is conducted over the span of one day. It is designed to provide caregivers with the tools and knowledge necessary to create an estate legacy plan that supports both their personal needs and their loved ones. Once five or more participants have signed up, the course will commence within one month of notification.
It is generally offered free of charge or at a subsidised rate to ensure accessibility for caregivers. The goal is to equip caregivers with practical estate planning knowledge while minimising financial barriers. For those who may need additional support or resources, options for further subsidisation can also be explored, ensuring that all caregivers have an opportunity to attend regardless of their financial situation.
A Brief Overview
Estate planning involves preparing for the distribution of your assets and wealth after your passing. It ensures that your wishes are honored, helps reduce the potential for conflicts, and minimises tax implications. Through estate planning, individuals can create a strategy to pass on their belongings, name guardians for children, and make provisions for medical or financial needs.
It’s an essential tool for anyone who wants to protect their family and legacy, providing clarity, control, and support for their loved ones.
Estate Planning Course for Caregivers
This course is designed to equip caregivers with the knowledge and tools needed to create an effective estate plan. Whether you’re a caregiver supporting a loved one or someone looking to build a lasting legacy for caregiver support, the course will cover the following topics:
- Introduction to Estate Legacy Planning
- What is estate planning?
- The importance of estate planning for caregivers.
- Key terms and concepts (wills, trusts, bequests, etc.).
- Identifying Legacy Goals for Caregiver Support
- Setting specific goals for supporting family caregivers or community initiatives.
- How to structure your estate to provide financial support for caregivers.
- Creating long-term support systems for caregivers.
- Legal Frameworks for Caregiver Support
- How to use wills, trusts, and bequests for caregiving-related donations.
- Establishing charitable trusts for caregiver-focused organizations.
- Protecting your assets while ensuring caregivers receive financial help.
- Maximising the Impact of Your Estate Legacy
- Strategies for minimizing taxes and ensuring financial support.
- How to make provisions for ongoing caregiver needs, such as respite care or health services.
- Leveraging endowments for sustained caregiver support.
- Communicating Your Estate Legacy Plan
- How to discuss your estate legacy plan with family members and beneficiaries.
- Ensuring that your intentions are understood and carried out effectively.
- How to involve financial advisors and legal professionals in the process.
- Review and Adjust Your Estate Legacy Over Time
- Importance of regular reviews and updates to your estate plan.
- How to adjust provisions as your caregiving responsibilities evolve.
- Adapting your legacy in response to changing personal and financial circumstances.
By completing this course, caregivers will not only gain the essential knowledge to plan for the future with confidence but also ensure their own well-being and that of their loved ones are securely supported. This course is designed to help caregivers create a lasting legacy, one that honors their dedication and strengthens the foundation for the care they provide.
Through compassionate guidance, caregivers will learn how to protect their personal needs while leaving a meaningful impact, empowering them to continue their invaluable work with peace of mind.