Module 9: Estate Planning

Planning for your financial future doesn’t stop at retirement. It’s equally important to plan for what happens to your assets after your lifetime. This is where estate planning comes into play. In this module, we’ll introduce you to the concept of estate planning, discuss important tools such as wills, trusts, and powers of attorney, and emphasize the importance of starting your estate planning early.

Chapters in this module:

Chapter 26: Introduction to Estate Planning

This chapter will provide a basic understanding of estate planning, including what it is, why it’s important, and who needs it.

Chapter 27: Wills, Trusts, and Powers of Attorney

Here, we’ll delve into some of the key tools used in estate planning, discussing what they are, how they work, and their role in managing and distributing your assets.

Chapter 28: Importance of Early Estate Planning

The final chapter of this module will underscore why it’s crucial to start your estate planning sooner rather than later, even if you think you’re too young or don’t have enough assets to warrant it.


  • Sam Talissa

    Sam Talissa is a renowned expert in the fields of digital marketing and strategic planning. With an illustrious career spanning over two decades, Sam has played pivotal roles in shaping the marketing strategies of several Fortune 500 companies, start-ups, and mid-sized organizations.Born and raised in San Francisco, Sam's passion for business and marketing was evident from an early age. He pursued this interest acadically, earning a Bachelor's degree in Business Administration from the University of California, Berkeley, followed by an MBA from Stanford University, with a specialization in Marketing.Upon graduation, Sam embarked on his professional journey, working with various technology giants in Silicon Valley. His innovative approach to digital marketing and keen understanding of consumer behavior quickly distinguished him in the industry.After a decade in the corporate world, Sam transitioned into consulting, leveraging his expertise to help businesses navigate the complexities of the digital marketing landscape. His holistic approach encompasses everything from content creation and SEO optimization to analytics and conversion rate optimization.In 2020, Sam took on the role of an author, publishing his first book titled "Navigating the Digital Seas: A Comprehensive Guide to Digital Marketing". The book has since become a go-to resource for aspiring digital marketers and business owners looking to amplify their online presence.Apart from his professional pursuits, Sam is an ardent supporter of financial literacy and often holds workshops and webinars to educate people about the importance of managing personal finances.In his spare time, Sam enjoys exploring the hiking trails of California with his golden retriever, Max, and experimenting with gourmet cooking. Always eager to learn and grow, Sam embodies the spirit of continuous improvement, both personally and professionally.

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