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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 has closed.