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Course Catalog >> Personal Development

Estate Planning Basics
Course # 371

 

Advertising Description:

Don’t burden your loved one with your lack of planning. This program will discuss what exactly an estate plan is and who needs one. Other concepts reviewed include; incapacity, health care directives, wills, trust, gifting, and the probate process. This program will also discuss how to reduce or eliminate cost associated with probate and reduce estate taxes.

Objectives:

Participants (audience course is aimed at):

Those interested in learning the basics in planning their estate.