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Estate Planning Basics Online Workshop

  • 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...

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Frequently Asked Questions

How Much Does It Cost?

There is no cost for local residents to attend and get their questions answered.

How Long Are The Presentations?

The presentations are typically 45 to 60 minutes. The times may vary depending on the Q&A section.

Who Is The Presenter?

The presenter varies based on your local chapter and the time you attend. They will be friendly, knowledgable and able to answer your questions.

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.

Will I Be Sold Something?

No, our events are strictly educational. No selling will take place during or after the event.

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.

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