Protect your loved ones & keep control of your assets.
Classroom Instruction
on Professional Estate
Planning Strategies
DFW-Area: UT Arlington,
TCC Northeast, TCC Northwest,
& Tarleton State Ft. Worth
Multiple Dates Offered
in the Spring and Fall
Semesters: Details Below
Your estate plan is one of the most meaningful gifts you can give to the ones you love. Now, more than ever, it is important to have a sound estate plan in place.
Without the right strategies in place, your family could face confusion, court delays, or financial loss at a time when they need support the most. Many people delay estate planning, not realizing the risks or the importance of making informed decisions early.
This course is about more than just legal paperwork. This is life planning that gives you the knowledge and tools to make key decisions with confidence.
This class reveals the steps to keeping control of your assets and ensuring your wishes are honored.
You’ll uncover common mistakes that leave families vulnerable, learn how trusts and other tools can simplify everything, and gain the confidence to put an effective plan in place.
This course was created for those who want to protect loved ones and preserve your legacy as intended.
We cover expert strategies for minimizing taxes, avoiding probate, organizing documents, and preparing for incapacity.
No prior experience required, just a desire to protect your legacy.
Led by a CERTIFIED FINANCIAL PLANNER™ and fiduciary expert, the material is filled with practical insights and real case studies.
This course helps you understand the “big picture”: you’ll explore all the elements of estate planning and how they work together to protect your assets and your loved ones.
Want more details? Request the official Wills, Trusts, & Estate Planning™ Course Catalog to get all the course information and dates for this semester.
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.
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.
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.
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.
Want more details? Get the course outline, the official syllabus, and learn about your instructors.
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.