Description
In this class we will learn about:
- Deciding between a will or a trust—How the legal documents affect everything else
- Understanding and implementing powers of attorney
- Proper beneficiary planning: Avoid misunderstandings and planning mistakes later by knowing the facts now
- Proper tax planning: controlling the future in the present
- Survivor income planning: don’t wait to have a plan
- Asset management strategies that enhance all other elements of estate planning and take advantage of current trends
- Proper charitable giving strategies: Benefit both your charities and your heirs
- Leaving the right person (people) in charge of your estate
