Estate Planning Essentials

We will address the probate process and how to avoid it, what to consider when selecting a guardian, and how trusts are used to protect assets, support beneficiaries, and minimize taxes. Learn how to plan for incapacity, including the use of powers of attorney, health care proxies and advance directives.

Estate Planning – Advanced Concepts

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 […]