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Script Your Family's Future: Why You Need an Estate Plan - Free course

Course Overview:

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

Cost notes:

This course is offered by donation.

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