Topic

Estate Planning

Estate planning is the paperwork that keeps decisions with the people you choose: who manages your affairs if you can't, who receives what, and how to keep it simple for them. Most of it is not about taxes.

What you'll learn

Wills, trusts and beneficiary designations, and which one controls

Powers of attorney and healthcare directives

Probate: what it is, what it costs, and when it can be avoided

Content is general and educational, not individualized advice. Presenters are licensed professionals in your area.

Upcoming Estate Planning events

No Estate Planning events are scheduled right now. See all upcoming events.

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