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The most essential part of your estate plan is the needs of your beneficiaries. Understanding their needs will guide your plan. This class
allows you to explore how the different planning tools will help you meet the needs of your beneficiaries. While trusts will be highlighted, you will learn why a trust is not always the best way to distribute certain assets. You will learn about taxes, legal fees and how to preserve
important family relationships. Gain insights, methods and techniques from a friendly, approachable and experienced attorney and educator about planning for your estate, your health care and your finances.