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Estate Planning 650

Estate Planning




4/16/2020 to 4/30/2020

Meeting Times

  • Thursday 6:30 PM - 8:30 PM


Join us for an in-depth review of estate planning and the estate administration process. We'll identify the elements of a properly constructed estate plan and explore federal and state transfer tax laws, as well as health care documents, living wills, power of attorney and conservatorships. Learn about the probate process and the truth about avoiding probate, retirement assets, gifting, life insurance, intangible assets, Medicaid and long term care planning, maintaining autonomy as we age, and more. Through case studies and interactive discussion, participants will gain insight and understanding of this complicated process.

Additional Notes

Please note that our instructors are hired to teach general concepts and not to provide specific investment advice to individuals. Students should consult their financial advisors or attorneys before making any investment decisions based on our instructors' classroom examples.


  • Class Fee $75.00
Total: $75.00