Home / Events / Estate Planning Basics

Estate Planning Basics Online Community Event

  • Location: Online
  • Host: PlanningCommunity.org

In The Press:

  • What You'll Learn

  • about the community

  • Who this is for

What You'll Learn

  • How to control who gets what, when and how
  • How to prevent predators and creditors from getting access to your assets
  • How to avoid probate, legal liabilities, and expensive court costs
  • How to make sure your last wishes are finalized
  • How to exclude certain people from getting access to your assets
  • Estate distribution techniques, including wills, trusts, and charitable giving
  • If a revocable or irrevocable trust is better for you and the differences between them

Why Attend This Workshop

No matter the size of your estate, having an estate plan is critical. It will protect you from unexpected events, ensure your family is taken care of, and can potentially reduce taxes.

By not having an estate plan you are potentially creating legal liabilities and a lengthy court case for your loved ones.

Join us for this community event where we’ll focus on Estate Planning Basics.

There is no cost to attend and you can submit questions! Just register with one of the available dates...

Find Local Chapter

Check Availability For This Workshop

Please enter a valid zip code

Frequently Asked Questions

Will I Be Sold Something?

No, our events are strictly educational. While presenters may provide the opportunity for a consultation and provide background on their company, attendees have no obligation to engage during or after the event.

How Long Are The Presentations?

The presentations are typically 45 to 60 minutes. However, the times can vary depending on the workshop topic and presenter.

Who Is The Presenter?

Each local chapter has their own presenters. All presenters are considered to be experts in their local community. Most of them come from financial backgrounds (CPAs, financial professionals and attorneys).

Can I Ask Specific Questions?

Yes, after you register there will be a place where you can submit any questions you want to be answered.

How Much Does It Cost?

This event is hosted by professionals within Planning Community so there is no cost to attend. We only ask that you are respectful of the presenters time.

Do I Need To Prepare Anything?

It is recommend to have a pen and paper ready so you can take notes if you have any questions.

Copyright 2020 PlanningCommunity.org | Privacy policy