Maintaining Control in Estate Planning

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Estate planning involves a unique opportunity to address the two things people fear most, death and taxes. This class will cover how to transfer what you want, to whom you want, when you want, and how you want, while, if possible, saving money on taxes and fees. We will cover the basics of probate and what you need to know to avoid costly mistakes, the types of trusts and when they could be appropriate, how to pick a trustee, estate taxes, and life insurance. You have worked long and hard to build your estate. Avoid the mistakes that could leave your wealth unprotected.
Presented in partnership with Jess Ryan, AIF®, and L2B.
(Adults; Cottonwood Room)