MCMOOR CAPITALKnowledge · Capital · LegacyUPGRADE

Academy 06

LEGACY

Generational Wealth

Beneficiaries, wills, trusts, insurance and teaching the next generation.

Level 1 — Apprentice15% · 1 lessons complete

Lessons

✓Beneficiaries: The Overlooked StepThe fastest estate-planning action most people have never taken.10mWills and Trusts, PlainlyMOOR CAPITAL+What each document does — and when to bring in a professional.

Full curriculum

Generational wealthBeneficiariesEstate planning fundamentalsWillsTrust fundamentalsLife insurance fundamentalsPassing businesses to heirsFamily financial educationTeaching children about moneyAsset ownershipFamily financial planning
Consult a professionalWills, trusts, insurance and estate documents are governed by state law. Work with a licensed attorney, accountant, insurance professional or financial professional before acting on anything in this academy.

DisclaimerMoor Capital provides financial education and informational tools. Content is not individualized investment, legal, tax, credit-repair, or financial advice. Investing involves risk, including possible loss of principal.