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ESTATE PLANNING FOR EVERYONE

Event Code:
97205
Days:
Saturday
Dates:
Saturday, March 20, 2021
Time:
9:30AM-12:00PM
Location:
ONLINE INSTRUCTION
Description:
PLEASE NOTE CLASS TIMES HAVE CHANGED. NEW TIMES POSTED
Did you know that your Estate consists of everything of value - cash, clothes, cars, real estate, investment and retirement accounts, pensions, etc. - accumulated throughout your lifetime? Join us for this informative, interactive class to learn how to preserve and manage your assets while you still can, and then transfer it to your loved ones after you pass away. We will discuss how to properly receive an inheritance as well as how to give one, strategies to avoid expensive delays and legal challenges and intelligent distribution of assets, charitable giving. Wills, trusts, asset protection, probate and family businesses will also be discussed.

                                                        Be aware of the advantages, drawbacks of life estates in estate planning



Terms:
1 SESSION(S)
Seats Remaining:
31  of  35
Fee:
$49.00 / PERSON
Instructor:
O'Connell, J.
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