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What is the difference between a will and a living trust, or a living will and a health care power of attorney? What documents should you have? This class provides a detailed understanding of estate planning documents and their purposes. We will discuss the many reasons to plan your estate including: avoiding probate; avoiding unnecessary death taxes; providing for you and your family s financial protection during old age and/or disability; and making sure your property goes to your loved ones at your death in a way you believe is best for them. We will also discuss changes (proposed or passed by congress) to the federal estate tax laws. This course is designed to make this very complex process easy for the layperson to understand, and will encourage questions and discussion of your particular concerns. An optional text is available for purchase from the instructor for $40, cash or check only.
Location: NT Northfield