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Most people make the mistake of believing that Estate Planning 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 discussed in this class: 

 

• Benefits of Estate Planning
• What is a Will?
• What is Probate?
• Do I Need an Estate Plan?
• Naming Beneficiaries on Accounts & Property 
• Should I Establish a Trust