Estate Planning Basics: Making Sure Your Assets Pass On to the Right People

Program Type:

Workshop

Age Group:

Adults
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Event Details

Most people make the mistake of believing that an Estate Plan is only necessary for the wealthy. But if you have any assets, property, or possessions, and if you don’t want the state to make decisions for you, Estate Planning is essential. The Estate Planning principles that are covered in this forum are things you can do on your OWN to ensure your assets are transferred to the right individuals. Below are important questions and topics that will be covered in this class –

  • How You Can Do This On Our Own
  • The Benefits of Estate Planning
  • What is a Will
  • What is Probate
  • How to Set Up Beneficiaries on Accounts & Property
  • Should I Establish a Trust

This workshop is presented by the Association of Financial Educators. AFE is a nationwide 501(c)(3) nonprofit educational bureau comprised of financial professionals in dozens of fields including investing, estate planning, accounting, tax, real estate, law, and more. Its members have a passion for education and share a common goal of empowering individuals and communities with the knowledge they need to take control of their own financial well-being.