Establishing and maintaining your estate plan class

The Establishing and maintaining your estate plan class will offer the basics of estate and gift taxes, strategies for transferring wealth and where to get more information and help developing your estate plan.

WHAT WILL YOU LEARN?

In this class you’ll learn the basics of estate and gift taxes, strategies for transferring wealth and where to get more information and help developing your estate plan.

WHO SHOULD ATTEND?

Participants who want information on estate planning.

WANT TO FIND A CLASS NEAR YOU?

Go to the Financial Education Classes page.

 

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