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,...
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...
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, investments, life insurance, furniture, and personal possessions. Regardless of...
This class will focus on leveraging your assets to provide your best possible care, while also protecting assets for children or other heirs. As we age, we face the possibility of contracting chronic or acute medical conditions that may require short-term or long-term...
This class will focus on leveraging your assets to provide your best possible care, while also protecting assets for children or other heirs. As we age, we face the possibility of contracting chronic or acute medical conditions that may require short-term or long-term...
