Estate Planning


Estate planning is a task that often slips away from us,
but it is vitally important. This class will cover the essential
elements of a sound plan for managing disposition of
your assets. In four sessions, the course will cover:

1. Overview: Estate planning, estate taxes, the probate
process, use of last will and testament and
powers of attorney.

2. Trusts: What a trust is, how it is used and what benefits
it offers; different types of trusts for different needs.

3. Funding a Living Trust: A trust is effective only for
assets transferred to the trust. How do we make sure
we are funding the correct assets in the correct way?

4. Advance Health Care Directives: End-of-life
health care decisions are difficult. If we make
them ourselves, we reduce the possibility of conflict
between family members with differing opinions.
Find out how to make your wishes count.


Add Section Location Instructor Dates Days Times Fees Details
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Parks 9/15 - 10/6 Tu 10:00 AM - 11:30 AM $55.00 View