Wills, Trusts, & Estate Planning™ at Tarleton Ft. Worth – Feb06
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.
WHY ATTEND THIS CLASS?
Estate planning is complex and confusing. It is often one of the last items that people take care of because of procrastination or confusion. 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 assets, and you may incur unnecessary costs and taxes. By attending this class, you will learn about how to protect your assets and gain control over decisions that will affect you and your family moving forward.
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 the tools you need to make key decisions around planning your estate.
WANT MORE INFORMATION? CLICK HERE TO DOWNLOAD THE FULL CLASS CATALOG
CLASSROOM INSTRUCTION
Wills, Trusts, & Estate Planning™ is both enjoyable and educational. Classes are led by a CERTIFIED FINANCIAL PLANNER™ who fills the presentation with valuable information as well as real-life examples to enhance understanding. This interactive format encourages student participation and questions.
COURSE TEXTBOOK
This course includes a textbook created by the instructor with examples and interactive material that is yours to keep. It is written in an easy-to-understand language and will help you follow along throughout the class.
COMPREHENSIVE LEARNING
Unlike financial seminars that focus on one topic, this course is designed to help you see the “big picture”. You will learn about the many aspects of estate planning and how to build a successful plan for you and your family. This course is educational, and no financial products are discussed or sold.
PRIVATE CONSULTATION
If you have questions that are personal or would like to find out more about estate planning, you may arrange to meet privately with your instructor after the course is complete. This consultation is complimentary for students, but is not required.