Class Information for Spring 2019: BASIC ESTATE PLANNING 3-5 pm, Thursday, April 25, Palm Ridge Recreation Center, Acacia Room:(S115)
In this class you will explore the difference between will-based estate planning and trust-based plans, the key elements of both and when to utilize each method for your estate planning. Learn the purpose of estate planning, what is involved, the different legal and financial mechanisms and types of decisions you need to make to assure your assets are secure and your wishes are followed. Identify which estate planning strategies are best suited to your needs and what professionals or advice you may need to help you in developing the plan.
Sessions Open for Registration