Are you prepared to provide for your loved ones at death? This class will make sure your house is in order. We will focus on types of estate plans and the advantages and disadvantages of each.
You’ll learn ways to avoid probate, understand irrevocable and revocable trusts, why you want to appoint a Power of Attorney, and how to set up charitable remainder trusts.
Instructors: Taught by a team of Winch Financial professionals.
NOTE: Resource materials provided by the instructor can be shared with a second participant attending from the same household, at no extra charge. Please provide second person's name when registering.
This is an online class.
Select a session to register