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Wills, Trusts, and Estate Planning

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From September 26, 2017 4:00 PM until September 26, 2017 6:00 PM
31 seats left

This seminar will discuss important life and estate planning techniques.



  • Preparing for health care and financial decisions to be made if you are not in a position to make them yourself;
  • Determine whether lifetime gifts to your loved ones or charity should play a role in your planning;   
  • Knowing what questions to ask your attorney to execute an effective estate plan;
  • Familiarizing yourself with the basic planning documents to implement as part of your estate plan;
  • Understanding the importance of asset ownership and beneficiary designations; and  • Evaluating the potential for estate taxes.

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