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Tuesday, April 2, 2024

Estate Planning Basics: Making Sure Your Assets Pass On to the Right People
Location:	Blue Sage
Time:	12pm to 1:30pm
Description:	Estate Planning Basics: Making Sure Your Assets Pass On to the Right People Lunch N' Learn 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 your own The benefits of Estate Planning What is a Will What is Probate How to set up beneficiaries on accounts and property Should I establish a Trust Pizza will be provided! Free to attend.