- Tax Planning
- Investments 1: Before you Invest
- Investments 2: Your Investment Plan
- Investments 3: Securities Market Basics
- Investments 4: Bond Basics
- Investments 5: Stock Basics
- Investments 6: Mutual Fund Basics
- Investments 7: Building Your Portfolio
- Investments 8: Picking Financial Assets
- Investments 9: Portfolio Rebalancing and Reporting
- Retirement 1: Basics
- Retirement 2: Social Security
- Retirement 3: Employer Qualified Plans
- Retirement 4: Individual and Small Business Plans
- Estate Planning Basics
- Introduction
- Understand the Principles of Estate-Planning
- Understand the Importance of Estate Planning and the Goals of Estate Planning
- Understand the Estate-Planning Process
- Know How Trusts Can Be Used to Your Advantage in Estate Planning
- Understand the Importance of Wills and Probate Planning
- Summary
- Assignments
Step 2: Choose Your Heirs and Decide What They Will Receive
Choosing heirs and deciding what they will receive is an individual decision; be sure to decide well. In making these decisions, remember the long-term goals for you and your family and use your financial resources (your blessings) to help you achieve these personal goals. Make these decisions with much thought and prayer and “Treasure these things up in your hearts, and let the solemnities of the eternity rest on your minds” (D&C 43:34).
