The Essentials of Estate Planning with Michael Graff

Community Room

Sep 20

Wed 6:00 pm - 8:00 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.

Course outline:

Understanding probate
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.

No registration is required but those who wish to do so may provide their contact information using the following link:  
https://myafea.org/event/2195