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Estate Planning Bootcamp

  • 4 Weeks

Course Overview

Estate planning is more than what happens to your assets after you die. It includes a slew of choices that may affect you while alive, including what happens if you are incapacitated, missing, or not able to take care of your financial affairs for some other reason. Proper estate planning can help you save on taxes, empower your heirs, and make transitions as painless as possible. Putting in the time now, before time pressure or a crisis arises, makes this easier for all involved. This course covers a number of related disciplines including insurance, law, and healthcare in addition to practical finance. Time Commitment: *4-Week Consecutive Course *1.5 Hours of Class Time per Week *1.5 Hours of Homework per Week Who Should Take This Course: Anyone who wants to understand Estate Planning and make an actionable plan for their own needs and wants.

Ready to Enroll?

Our live, small-group classes meet on a set schedule throughout the year. Click the "Start Dates" button to see when classes begin. Click the "Enroll Now" button to reserve your spot.

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