Estate Planning - Wills and Trusts
This workshop is for anyone interested in protecting his or her assets from unnecessary loss, taxation, and erosion. We discuss the benefits of proper estate planning, the issues regarding Wills and Living Trusts as well as the Probate Process.
Topics Include:
• What is Probate
• What is Conservatorship
• Estate & Gift Taxes
• Credit Shelter Trust
• Charitable Remainder Trust |
|