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Estate Planning – Advanced Concepts
February 9 @ 7:00 pm - 8:15 pm
This class is for those who have already taken Estate Planning Essentials. We will dive deeper into end-of-life planning. We’ll cover how to structure trusts for children and heirs to support them on their life journeys, while still encouraging their personal growth and achievement. We’ll then discuss additional tax planning techniques to minimize estate and capital gains taxes as well as charitable giving tools that can build family unity and shared purpose. If time allows we’ll summarize key issues to consider for long-term care planning.