Design Your Estate Plan

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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