Estate Planning 101

  AY-12-241-S25- ML-B
  3/11/2025
  Tu
  6:30 PM - 8:00 PM
  Merrill MS Room 164
  Ann Merkley
  $15.00

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Info

Even everyday folks need an estate plan. A well-crafted estate plan saves your family undue grief and cost by ensuring your assets are distributed as you wanted. Whether your assets are worth thousands or hundreds of thousands, it's important to protect everything you worked so hard to earn. Learn how to avoid unnecessary expenses and fees, how to reduce or eliminate taxes and how to maximize the transfer of your real estate, investments and personal belongings to your loved ones and/or charitable organizations. This class is taught by an estate attorney and financial advisor.