Follow along to discover how you can prepare for you and your families future. This course will guide you through three key areas in planning:
- Decision Makers - choosing the right people and understand the different roles that need to be filled
- Beneficiaries - decide who should inherit your estate, and the options of how and when they should inherit
- Surviving Spouse Options - what should happen when one spouse passes away
- Bonus: Tax Planning - if your family is facing capital gain taxes now, or estate tax issues later, discover options to reduce your tax exposure
Course Content
Decision Makers
BONUS: Tax Planning