A well-crafted estate plan saves your family undue grief and cost by ensuring your assets are distributed as you want. Whether your assets are worth thousands or hundreds of thousands, it’s important to protect everything you worked so hard to earn. Learn how to avoid unnecessary expenses and fees, how to reduce or eliminate taxes, and how to maximize the transfer of your real estate, investments, and personal belongings to your loved ones and/or charitable organizations. This course is taught by a financial planner and an attorney with over 30 years of combined experience.
Tuesday, 3/12, 6:30-8:30 p.m., $18. Stilwell Junior High, Room 2106, #FIN06.