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 ones 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
Date: Wednesday - November 6, 2024
Time: 1:00 pm - 3:00 pm
Location: virtual classroom
Cost: $20
CE Credits: 2
Instructor: Stephen Villanueva
