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.
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, […]
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 […]
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 […]
Estate planning is for everyone, not just the wealthy or elderly. Learn how to plan for incapacity with tools like health care proxies, advance directives, and powers of attorney. Discover […]
Further explore incapacity planning with real-life examples. Learn strategies for transferring your possessions, social media accounts, and other assets. Explore tax planning and charitable giving. Understand the differences between revocable […]
This class builds on the foundational concepts of Estate Planning Essentials. As we get older, many of us wrestle with important questions: Do I want to age in my current home or move to a new living environment? What will my health needs require? What can I afford? What resources are available to me to […]