Class will be held in room #135.
Estate planning doesn't apply only to the wealthy. Learn how these important topics affect the majority of families:
1. Probate and Trusts: Understanding probate and the proper use of trusts along with its misconceptions.
2. Estate Taxes: Maximizing tax efficiency; with gifting, bequeathing, and inheritance taxes.
3. Income Taxes: Properly structuring your estate and beneficiaries to maximize income tax strategies.
4. Protection from Creditors: Bulletproofing your children's and other loved ones' inheritances from their potential divorces, lawsuits, credit card debt, etc.
5. Divorce/Remarriage: Securing family wealth in the family bloodline from diversion to in-laws, new partners, and stepchildren.
6. Incapacity: Methods to allow for others to act on your behalf when you cannot.
7. Gifting and Gift Tax: Understanding the rules of gifting and gift tax.
This class will be taught by Michael Menninger, CFP®. As seen on Roku, Michael is the host of Financial Planning: Explained.
Partners/spouses of registered participants may attend for an additional cost of $30, payable during the registration process.