Be sure to sign up now for the Early Bird discount!
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 healthcare and your finances.