Estate Planning
Did you know that your ‘estate’ consists of everything of value - real estate, automobiles, securities, pensions, cash, etc. - accumulated throughout your lifetime? Join us for this informative, interactive class to learn how to preserve and manage your estate while you still can and then transfer it to your loved ones after you pass away. You will discuss death and gift taxes, strategies to avoid expensive delays and legal challenges and equitable distribution of assets. Wills, trusts, asset protection, probate and family businesses will also be discussed.
Enrollment for this class is limited!
Don’t wait – REGISTER NOW!
The information presented in this class is not meant to be used in place of consulting with a licensed CPA and/or estate planning specialist. It is provided for educational purposes and to present basic information. Estate planning is a complex issue and if you have specific questions or issues, it is strongly recommended that you consult with a licensed professional.
