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Estate Planning for Everyone

ID : 55157   
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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. that you've 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

Location
Health Science Room 104

Instructor
Jalon O'Connell 

 

Notice

Please read:  $5 material fee, payable to instructor. $39 single or $49 per couple.

Registration Fee 

$39.00

Material Fee

 $5.00


Schedule Information

Date(s) Class Days Times Location Instructor(s)
2/22/2020 - 2/22/2020 Weekly - Sat 9:30 AM - 12:00 PM Norwalk, Health Science Room 104  Map, Room: Health Science Room 104 Jalon O'Connell 

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