Estate Planning Made Simple
Learn how to protect your family, stay in control, and avoid probate court.
What you will learn:
- Why Everyone Needs an Estate Plan - Not Just the Wealthy
- What Happens If You Don't Have a Plan
- The 4 Core Documents Every Plan Should Include
- How Probate Works - and How to Avoid It
- What a Trust Is (and Whether You Need One)
- How to Choose the Right People to Carry Out Your Wishes
- How to Minimize Taxes, Delays, and Legal Costs
- When to Review or Update Your Plan
Trusts Demystified: What They Are and Why You Might Need One
What you will learn:
- Understand What a Trust Really Does
- Trusts vs. Wills — Know the Difference
- Avoid Probate and Keep Your Affairs Private
- How You Can Support Loved Ones with Special Needs
- How to Choose the Right Trustee
- Clear Up Common Misconceptions
- How to Put Your Knowledge Into Action
