Learn a strategy to ensure that your family's financial needs will be covered for the future.
An estate plan is a map of how you want your personal and financial affairs to be handled in the future. An effective estate plan can help ensure that your family's financial needs will be taken care of, and that your personal wishes will be carried out in the manner you intended. It's a critical part of your overall financial plan. In this seminar on Estate Planning Basics, you'll learn:
1. Why you need an estate plan
2. Strategies to plan for incapacity, including special health care directives
3. Wills, trusts, and life insurance
4. Key tax basics, including an overview of the federal gift tax, estate tax, and generation-skipping transfer tax
TAGS: | Finance | Business & Career | Adult Education |
Opened August 30, 1968
103,000 square feet
73 public-use computers
Café
Loft collaborative workspace
The Gallery @ the Library
Scottsdale Heritage Collection