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Course Catalog > Computers, Finance, & Private Instruction > Finance & Career

Introduction to Estate Planning: Wills, Trusts, and Taxes  

No matter your net worth or family situation, having an estate plan can be beneficial to you. It can protect your assets, reduce fees, keep your family out of court, and minimize estate taxes. In this class, we will walk through the documents that make up an estate plan and learn about wills, trusts, health care proxies, and powers of attorney. We will also discuss what probate is, what steps have to go through probate, and the process of how an estate is settled after someone dies. Lastly, we will review federal and state taxation as it pertains to your estate, as well as income tax and capital gains considerations for beneficiaries. You will leave with strategies of how to put your own estate plan together. Students of all ages, all manner of assets, and all levels of financial experience are welcome.

 

Introduction to Estate Planning: Wills, Trusts, and Taxes 

Instructor: Leah Weinberg, William Lane Day of the Week: Tu
Dates: 2/4/2020 - 2/11/2020 Number of Sessions: 2
Time: 6:00 PM - 7:30 PM Tuition: $54.00
Location: Brookline High School,   Room: Posted on site, 115 Greenough Street Brookline, MA 02445

 

Classes will not be in session

Monday, November 11, 2019 (Veterans Day)
Wednesday evening -Saturday, November 27-30, 2019 (Thanksgiving)
Monday, January 20, 2020 (MLK Day)
Monday – Saturday, February 17-22, 2020 (February Vacation)

Contact Us

Administrative Office: 2 Clark Road, Brookline, MA 02445
Brookline High School (Evenings and Saturday): 115 Greenough Street, Brookline, MA 02445
Mailing Address: P.O. Box 150, Brookline, MA 02446
Email: bacep@psbma.org
Telephone: 617-730-2700
Fax: 617-730-2674

Hours & Locations

2 Clark Road, Brookline 02445
– Monday-Friday: 8:30am – 4:30 pm
Brookline High
– Monday-Thursday: 4:30pm – 9:30pm and
Saturday: 8:30am – 2:00pm
Please note: hours may change during the summer and holiday/vacation weeks.

Click here for maps and further information for all BA&CE locations.

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