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.
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 […]
Vacation homes often represent some of a family's most cherished memories and legacies for children and grandchildren. However, planning for their transfer to the next generation can be messy and lead to significant family conflict.
This class will focus on leveraging your assets to provide your best possible care, while also protecting assets for children or other heirs.
This class will focus on leveraging your assets to provide your best possible care, while also protecting assets for children or other heirs.