Protect Your Assets 101: Estate Planning
Location
Online
Protect Your Assets 101: Estate Planning – Online Event
Date & Time
March 6, 2021, 12:00 pm – 1:00 pm
Description
Course: Protect Your Assets 101: Estate Planning
Estate planning can be complex and no one wants to think of the inevitable. But there are two things for certain: death and taxes. Unless we prepare for our death, there is uncertainty as to where our assets and liabilities will end up. The best way to eliminate some uncertainty is to plan for it. This course will teach you:
· Basic documents included in an estate plan (wills, POAs, living wills, DNR)
· The difference between dying intestate and testate
· The advantages and disadvantages of the probate process
· Gift and estate taxes
· The advantages of transfers during life and at death
· The benefits of a trust
