Estate Planning

Protecting Assets Matters

Protect the ones you care about the most.

We will work with your existing tax and legal professionals or can recommend someone to you to ensure that you have a comprehensive estate plan in place. A comprehensive estate plan should include:

• Wills
• Powers of Attorney
• Living Wills or Medical Powers of Attorney
• Trusts (in some cases)

We will help you establish a comprehensive estate plan, with the goal of providing the maximum benefit and protecting those you care about most.

“No one wants to be a burden to their loved ones at death. By having an estate plan in place, you maintain control over key decisions at death and make it much easier on those you leave behind.”

Josh W. Strittmatter,
Chief Executive Officer and Chief Investment Officer

Interested in Estate Planning?

Please let us know! We will have a team member reach out to you within 24 business hours to assist you.

What Our Clients Say

Wills, Trusts, & Estate Planning™

What?

Classroom Instruction on Professional Estate Planning Strategies

Where?

DFW-Area College Campuses: UTA, Tarleton Fort Worth, and TCC Northeast

When?

Multiple Convenient Dates Offered in the Spring and Fall Semesters

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

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