Dates:
Saturday, March 8, 2025 - Saturday, March 22, 2025
Description:
Estate planning is the process of managing how a person's assets are transferred to their beneficiaries after they pass away. Estate plans can also help people manage their lives while still alive. This class will cover the basics of the principles of estate planning. With these fundamentals, the course will then examine basic estate planning and wealth transfer techniques, including wills, various types of trusts, health directives, and the usage of power attorney titling property, gifts during a lifetime, charitable vehicles, handling closely held businesses, and valuation matters--with an emphasis on how to use these tools in planning an estate to meet the objectives of a couple or individual. Probate of an estate, administration of trusts, durable power of attorneys, conservatorships, and planning for other life situations will be explored. This class will cover different types of trust, health directives, and power of attorney.
