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Date/Time
Date(s) - 05/23/2019
9:00 am - 11:00 am
Location
North County Center
Categories
Will your estate plan cause hurt and dissension in your family? This short course will address fundamental issues involved in creating an effective estate plan. The class teaches you the strategies needed for effective management of your assets as you age (including during periods of incapacity), and guidelines for the appropriate disposition of assets upon death. Content of the class involves a discussion of the use of wills, trusts, power of attorney, and health care directives. We will also consider questions of planning that include IRA’s and other retirement assets.