Estate Planning


Estate planning is a task that we tend to put off, but one
that is vitally important. This class will cover the essential
elements of a sound plan for managing disposition of
assets. In four sessions, the course will cover:

1. An overview of estate planning, estate taxes, the
probate process, use of last will and testament and
powers of attorney.
2. Trusts: What is a trust, how is it used and what benefits
does it offer? The different trusts for different needs.
3. Funding a Living Trust: A trust is effective only for
those assets transferred to the trust. How to make sure
that the appropriate assets are properly funded.
4. Advance Health Care Directives: End of life health
care decisions are difficult to make. Learn how to
reduce the possibility of conflict between family members
with differing opinions to make your wishes count.

Additional Information


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