Estate Planning Essentials
| Dates: | October 19, 2024 |
|---|---|
| Meets: | 1 Sa 10AM-12N |
| Location: | Online |
| Cost: | $55.00 |
Sorry, we are no longer accepting registrations for this course. Please contact our office to find out if it will be rescheduled, or if alternative classes are available.
An estate plan that works, melds counseling-based estate planning to meet changing client objectives and a shifting legal environment. How to establish a plan and keep it current, understand living trusts, wills, substitute decision-makers, disability planning, long-term care, and (mis)use of joint tenancy with
adult children, will be examined so you can plan properly. Also addressed are the hidden traps in beneficiary designations of retirement plans, insurance and annuities. Ages 18+
| Fee: | $55.00 |
|---|---|
| Hours: | 2.00 |
Fee Breakdown
| Category | Description | Amount |
|---|---|---|
| Course Fee (Basic) | Arl. Res. | $ 55.00 |
| Course Fee (Alternate) | Arl. Sr. | $ 45.00 |
| Course Fee (Alternate) | Non-Res. | $ 65.00 |
Online
Martha Mothershead