Script Your Family's Future: Why You Need an Estate Plan - Free course
This course will help you understand the important role a well-executed estate plan can play in ensuring your strategy remains aligned with your goals. We will discuss asset transfer, incapacity protection, guardian for minors or dependents, charitable intent and/or tax control. We will look into strategies you may want to consider when planning your estates, including:
- How you assets are distributed to family members
- Who will take care of a minor or special needs child
- Who is going to make medical or financial decisions if you can't make those decisions for yourself
This course is offered by donation.
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|Thursday, December 6, 2018||In-Class||Register|