You may have never considered putting together an estate plan. You may think, “I don’t have an ‘estate.’ Estates are what rich people have.” What we’re referring to is what happens to your minor children, your assets, and your own healthcare decisions if something happens to you. In this basic overview, we will discuss account registration, beneficiary designation, will, trust, tax information, life insurance and TOD (Transfer on Death.)
Sorry, this course is not elligible for the senior discount.
