Free
Retirement
Course @ Five Forks Branch Library
Family Will & Legacy Planning
July 8
(Tuesday)
6:30 PM - 7:30 PM
Family will and legacy planning are essential steps in ensuring that your assets, legacy, long-term values, and responsibilities are managed according to your wishes after your passing. This process involves several key elements to ensure that your estate is distributed properly and that your loved ones are taken care of.
During this class, we will answer the following:
• 4-Step Estate Planning including: Advance Healthcare Directive, Healthcare Power of Attorney, Durable Power of Attorney, and Wills and Trusts.
• 5 Methods of Avoiding Probate Costs
• 3 Guiding Principles to Estate Planning Success, including not exposing your estate to Taxes, LTC costs, and the risk to your Estate.
• Understand the difference between a revocable vs. irrevocable trust.
• How, When, and Why to do a Roth conversion.
• How to avoid leaving your heirs a tax burden.
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