Wills, Trusts, & Estate Planning™ at UTA

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.

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.