Attend this two-hour course and receive guidance through the key options involved in estate and trust planning. Topics include living trust, wills, powers of attorney for health and financial affairs, tax planning, long term care planning, planning for mature, immature, dysfunctional, and postponed beneficiaries, as well as planning for “nuclear” vs “blended” families.
Estate and Trust Planning
Would you like to know how to save income, property, and estate taxes for your heirs or how best to have your beneficiaries receive their inheritance? Are you uncertain about how to plan your estate? Do you wonder how the new tax laws impact your estate planning? Do you wonder whether you need a trust or who to put in charge of your estate? This course is intended to help you answer these important questions.