Intent
Estate planning is a financial essential, too often ignored. This seminar
uses real-life examples to emphasize the cost of procrastination and estate
planning mistakes.
The seminar helps you explain estate planning methods such as direct
transfers, joint ownership, trusts, and probate. After these topics have
been discussed, the class addresses potential estate planning problems and
encourages attendees to seek professional assistance.
Target Audience
Written for audiences of all ages, the seminar is intended primarily for
those with a net worth of less than $1.5 million.
