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Estate Planning for Everyone

ID : 53970   
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ClassGraphic Did you know that your ‘Estate’ consists of everything of value - cash, clothes, cars, real estate, investment and retirement accounts, pensions, etc. - accumulated throughout your lifetime? Join us for this informative, interactive class to learn how to preserve and manage your assets while you still can, and then transfer it to your loved ones after you pass away. This process involves weighing various personal and financial decisions and creating legal arrangements to carry out those decisions. We will discuss how to properly receive an inheritance as well as how to give one, strategies to avoid expensive delays and legal challenges and intelligent distribution of assets, charitable giving. Wills, trusts, asset protection, probate and family businesses will also be discussed.

Class Details

1 Sessions
Weekly - Sat

Skills Lab Room 109

Jalon O'Connell 

Registration Fee 


Materials Fee


Schedule Information

Date(s) Class Days Times Location Instructor(s)
6/2/2018 - 6/2/2018 Weekly - Sat 9:30 AM - 12:00 PM Norwalk, Skills Lab Room 109  Map, Room: Skills Lab Room 109 Jalon O'Connell