What?
Classroom Instruction
on Professional Estate
Planning Strategies
Where?
DFW-Area: UT Arlington,
TCC Northeast, TCC Northwest,
and Tarleton State Ft. Worth
When?
Multiple Dates Offered
in the Spring and Fall
Semesters: Details Below
Your Legacy Matters
Let’s face it: estate planning is complicated. It is often one of the last items that people do because of procrastination or confusion over what is needed. Now, more than ever, it is important to have a sound estate plan in place.
Without an estate plan, you lose control of the distribution of your estate and incur unnecessary costs and taxes. By attending this class, you will learn the tools and strategies that you need to protect your assets and give you back control over decisions that will affect you and your family moving forward.
Register to learn:
- The benefits and importance of having an estate plan.
- The differences between wills and trusts.
- How to plan for incapacitation, and what to do when a loved one dies.
- How to avoid probate and associated costs, and how to minimize taxes.
- Strategies to protect your assets from creditors and the government.
Who should attend?
This course has valuable information for everyone. We will discuss the many ways to plan your estate as well as teach you strategies you can use to protect your assets. You will learn how to choose between a will or a trust, how your estate will be taxed, and how to protect your assets from creditors and the government.
Most importantly, this course provides you with the tools you will need to make key decisions around planning your estate.
Want more details? Request the official Wills, Trusts, & Estate Planning™ Course Catalog to get all the course information and dates for this semester.
This Course Includes:
Classroom Instruction
Classes are led by a CERTIFIED FINANCIAL PLANNER™ who fills the course with valuable information and real-life examples. This format encourages participation and questions are welcomed.
Course Textbook
to Take Home
Tuition includes a textbook written and designed by the instructors, with examples and interactive material that is yours to keep. This book is written to be easy to understand, and will help you follow along in class.
Comprehensive Learning
Designed to help you see the “big picture,” this class offers you the opportunity to learn about the many various aspects of wills and estate planning and how they work together to design a successful estate plan.
Optional Private Consultation
If you have questions that are personal in nature or would like to learn more, you are invited to arrange a meeting with your instructor after class. This private consultation is included for all students, but is not required.
Request the Course Catalog Today
Want more details? Request your copy of the official Wills, Trusts, & Estate Planning™ Course Catalog to get all the course information and dates for this semester delivered straight to your inbox.
Upcoming Class Schedule
No event found!
