Estate Planning Basics
Course # 371
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.
- Define what an estate plan is and who needs one.
- Discuss ways to reduce or eliminate cost associated with probate.
- Review strategies to minimize estate taxes.
- Review power of attorneys, living wills, and other important documents.
Participants (audience course is aimed at):
Those interested in learning the basics in planning their estate.