Estate Planning Basics Masterclass

In this webinar you will learn how to create an effective estate plan to protect your family. In doing so we will consider the following key elements:

1. Identify Your Goals: Determine what you want to achieve with your estate plan, such as providing for your family, minimizing taxes, or supporting charitable causes.

2. List Your Assets and Debts: Make a comprehensive list of all your assets, including bank accounts, real estate, investments, and personal property, as well as any debts you owe.

3. Choose Beneficiaries: Decide who will inherit your assets and how they will receive them. Consider factors like age, financial responsibility, and special needs.

4. Select an Executor: Choose a trusted individual to carry out your wishes and manage the distribution of your estate after you pass away.

5. Create a Will: A will is a legal document that outlines how you want your assets to be…