The Preserving your savings for future generations class is designed to help you learn about estate planning.

What will you learn?

This class covers how an estate plan can help preserve accumulated assets and control the distribution of an estate. It also includes wills vs. probate, power of attorney, healthcare proxies, and the importance of gifting and insurance replacement strategies.

Who should attend?

Anyone interested in learning how to reduce estate taxes, protect family privacy, have more control over where money ends up after death, and ensure that heirs’ immediate and future needs are taken care of.

Want to find a class near you?

Go to the Financial Education Classes page.