Estate Planning Essentials

With both humor and knowledge, a local attorney and estate planning specialist will address fundamentals of estate planning.

Essentials: Estate planning is not just for the wealthy—or the old. Nearly everyone has an “estate,” consisting of everything you own: your car, home, other real estate, checking and savings accounts, investments, life insurance, furniture, and personal possessions. Regardless of the size of your “estate,” good planning lets you control how your assets are given to the people or organizations you care most about; sets up your heirs for success by passing on their inheritance in a way that helps them; helps you and your heirs pay substantially less in taxes, fees, and court costs; minimizes family strife; and makes it easier for your loved ones to handle your affairs during a time of loss.

Advanced Concepts: Dive deeper into end-of-life planning as we cover how to structure trusts for children and heirs to support them on their life journeys, while still encouraging their personal growth and achievement. We’ll discuss additional tax planning techniques to minimize estate and capital gains taxes, potential new tax law changes, provide a brief overview of long-term care planning strategies, and discuss charitable giving tools that can build family unity and shared purpose