
16
Sept
Estate Planning Basics
Description
In this seminar on Estate Planning Basics, you'll learn:
- Why you need an estate plan
- Strategies to plan for incapacity, including special health care directives
- Wills, trusts, and life insurance
- Key tax basics, including an overview of the federal gift tax, estate tax, and generation-skipping transfer tax
You'll also receive a free electronic workbook created just for this presentation. The workbook contains key information, worksheets, and questions to help you remember important points from the seminar.
Date and Time
Wed, Sep 16, 2020
2:00p - 3:00p PST