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Family importance on Estate Planning

ESTATE PLANNING

Most people would rather go to their dentist for a root canal rather than work on their estate plan.  Why is that?

Do we not want to confront our own mortality?  Perhaps this topic forces us to confront some challenging and difficult questions?

This course, complete with printable materials, covers:

  • How to keep the tax man out of your estate

  • The use of Trusts to protect assets and create legacy

  • Strategies for reducing estate erosion

  • Does it always make sense to reduce probate costs

  • Criteria for choosing an executor and power of attorney

  • What happens if you die without a Will

  • The role of life insurance in estate planning


 

Senior Couple Meeting With Financial Advisor

RETIREMENT PLANNING

 

 

Course Coming Soon 

Coming Soon
View of Investment planning Tool

INVESTMENT PLANNING

 

 

Course Coming Soon 

Coming Soon