An estate plan ensures two things. First, that health care and finances are taken care of while you are alive. Second, that your assets and family are taken care of when you are gone, achieved through a will or a trust.
In this seminar on Estate Planning, you'll learn:
· What the difference is between a will and a trust and what is right for you.
· Why and how Health Care Documents can help you if you are “incapacitated” or unable to make decisions for yourself.
· How to designate someone to manage your financial affairs in the event you are no longer able to do so yourself.
· How you can reduce or eliminate taxes while controlling how your assets are passed on to the next generation.
You will receive a free estate planning brochure and estate planning worksheet at this class.