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 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 […]
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 […]
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 […]
Essentials: 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. […]
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 […]
Planning for a loved one with a disability comes with unique considerations and opportunities. This session introduces strategies to create a secure, meaningful future. Learn how to structure a Special […]
Essentials: 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. […]
Planning for a loved one with a disability comes with unique considerations and opportunities. This session introduces strategies to create a secure, meaningful future. Learn how to structure a Special […]