Attend this course and receive guidance through the key options involved in estate and trust planning. Topics include: preparing and updating living trusts, wills, advance health care directives, durable general powers of attorney; titling your assets; IRA beneficiaries; planning to reduce tax (property, estate, and income tax); longterm care planning; planning for mature, immature, dysfunctional, and postponed beneficiaries; and planning for “nuclear” vs “blended” families.
Living Trust and Estate 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?