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Legacy Building - April 2

Legacy Building - April 2

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    Legacy Building - April 2

    Legacy Building through Estate Planning. We will discuss various methodologies of proper Estate Planning to build and protect legacy assets (specifically Real Estate) in order to care for your loved in the event of death or incapacity.

    Topics Include:

    • Defining an Estate and a Legacy
    • In...
    Legacy Building through Estate Planning. We will discuss various methodologies of proper Estate Planning to build and protect legacy assets (specifically Real Estate) in order to care for your loved in the event of death or incapacity.

    Topics Include:

    • Defining an Estate and a Legacy
    • Intestacy + Probate
    • Will vs a Pour Over Will
    • Types of Trusts: Revocable + Irrevocable
    • Trust and LLC combinations
    • Probate Avoidance vs. Asset + Creditor Protection
    • How to Protect Minor Children in the event of Death or Incapacity

    2 CE Credits $20.00
    l
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    2nd Apr, 2025 10:00AM - 12:00PM
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