617-730-2700 | 617-730-2674 (F) bacep@psbma.org
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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.

 

Classes will not be in session:

Monday, January 21 (MLK Jr Day)

Monday-Saturday, February 18-23 (February Vacation)

Monday-Saturday, April 15-20 (April Vacation)

Monday, May 27 (Memorial Day)

Thursday, July 4 (Independence Day)

Contact Us

Administrative Office: 24 Webster Place, 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

24 Webster Place
- 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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