September 20, 2017
Wed 6:00 pm
The Essentials of Estate Planning is a 90 minute course offering information for those concerned about proper estate planning, reducing estate taxes, and ensuring that their wishes are carried out as desired. This course will help take the confusion out of estate planning and empower you to design a plan to protect you, your loved ones, and assets. Learn how to define your objectives and prepare your estate plan.
Importance of wills, living wills, health care proxy, power of attorney
If a trust is needed
How to keep your estate private
Most common estate planning traps and how to avoid them
Estate planning tax tips and strategies
Protecting certain assets from spend down
Offered by the American Financial Education Alliance, an IRS approved 501(c)(3) non-profit organization. AFEA's mission is to empower people to take control of their finances by providing adult financial education programs in local communities throughout the country.