The purpose of an estate plan is to protect and control what you have worked hard for – ensuring assets pass to your beneficiaries according to your wishes. In this workshop, you will learn the essential elements of a sound estate plan, including:
– Goals of estate planning – control, probate avoidance, estate tax
– Wills
– Trusts – revocable vs. irrevocable
– Durable powers of attorney & advanced health care directives