This estate planning presentation teaches attendees how to effectively prepare for the management and distribution of their assets in the event of death or incapacitation. The session covers essential legal documents—such as wills, trusts, and powers of attorney—that communicate your wishes regarding property, dependents, and healthcare decisions. Participants will also learn how to build a comprehensive estate plan that helps preserve wealth for future generations while minimizing potential tax burdens. A good estate plan starts with you—your life, family, financials, and goals.

Topics to be discussed in this class include: Do’s and don’ts to improve the likelihood of achieving your lifetime goals; establishing a gameplan; risk; your behavior as it relates to your money; and more. This learning experience will end with the discovery of the one thing that matters most to your wealth planning. The class is offered exclusively to OLLI programs in Georgia.