Estate Planning CE Class

Estate planning is the thoughtful process of preparing how your assets and personal affairs will be managed if you’re unable to do so or after you pass. It’s something everyone can benefit from—no matter your age or financial situation—and it helps ensure your wishes are honored while easing stress and uncertainty for the people you care about most.

What You’ll Learn:

• The essentials of wills, trusts, and powers of attorney.
• How to protect a home, savings, and investments.
• Strategies to reduce family stress and avoid probate issues.
• The role of life insurance in estate planning.
• How to create a plan that reflects your values and goals.
  

Lunch will be provided by our sponsor, Saratoga Homes.

Course# 53746, This is a certified 1 Hour CE Credit