Wills, Trusts, & Estate Planning™

Financial Education Course for Adults

Friday, March 28th
1:00pm to 4:00pm

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This course provides the tools you need to make key decisions around planning your estate.

It is often one of the last things people take care of because of procrastination or confusion about what is needed. Now, more than ever, it is important to have a solid estate plan in place. Without an estate plan, you lose control of the distribution of your assets and you may incur unnecessary taxes and fees. In this class, we’ll uncover the strategies you need to protect your assets and regain control over decisions that will affect you and your family for years to come.

This course has valuable information for everyone. 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.

How to Avoid Probate and its Associated Costs, and Minimize Taxes
The Benefits and Importance of Having an Estate Plan
The Differences Between Wills and Trusts
How to Plan for Incapacitation
What to Do When a Loved One Dies
Strategies to Protect Your Assets from Creditors and the Government

What Students Say

"After my husband passed, I felt confused and overwhelmed with what to do for my children and grandchildren to make sure that I wasn't a burden on them. This course helped me decide on the right estate planning tools so that at the time of my death, my family would be taken care of. I can't stress enough how important this course is. My only regret is not taking it sooner!"

"My husband and I have a blended family. To say estate planning for us was messy and emotional was an understatement. We had expectations of learning the basics of estate planning but this class taught so much more. We were taught strategies that helped us handle the emotional side of estate planning and asset transfers to family members. Anyone who has a less than traditional and more complicated family structure should absolutely take this course."

"My wife and I attended this course at the local college to make sure our wills were in order. We gained so much more than expected from this class! The instructors made the topic of estate planning relatable and understandable. We left the course feeling empowered and armed with the knowledge we needed to plan our estate with confidence."

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