As we get older, many of us wrestle with important questions: Do I want to age in place or move to a new living environment? What will my health needs require? What can I afford? This class will focus on leveraging your assets to provide for your best possible care, while also protecting assets for […]
This class is for those who have already taken Estate Planning Essentials or who have a solid knowledge of estate planning basics. We will dive deeper into end-of-life planning. We’ll […]
Estate planning is not just for the wealthy—or the old. Nearly everyone has an “estate,” comprised of everything you own: your car, home, other real estate, checking and savings accounts, […]