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Estate Planning Basics: Ensuring Your Assets Pass to the Right People

Estate Planning Basics: Ensuring Your Assets Pass to the Right People In-Person

Many individuals mistakenly believe that estate planning is only necessary for the wealthy. However, if you possess any assets or property, and don’t want the state to make decisions for you, estate planning is essential. The estate planning principles that are covered in this class are things you can do on your OWN to ensure your assets are transferred to the right individuals. Below are key topics that will be discussed:

  • How To Do This on Your Own
  • The Benefits of Estate Planning
  • What is a Will
  • What is Probate
  • How to Set Up Beneficiaries on Accounts & Property
  • Should I Establish a Trust
Date:
Monday, April 29, 2024
Time:
5:30 PM - 7:00 PM
Time Zone:
Mountain Time - US & Canada
(change)
Location:
Hondius Community Room
Organizer:
Seph Reed
Presenter:
Association of Financial Educators
Audience:
  Adults (18+)  
Categories:
  Class  

Registration is required. There are 46 seats available.