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Estate Planning for Everyone

ID : 55384   
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CourseGraphic Did you know that your ‘Estate’ consists of everything of value - cash, clothes, cars, real estate, investment and retirement accounts, pensions, etc. - that you've accumulated throughout your lifetime?
Join us for this informative, interactive class to learn how to preserve and manage your assets while you still can, and then transfer it to your loved ones after you pass away. 
We will discuss how to properly receive an inheritance as well as how to give one, strategies to avoid expensive delays and legal challenges and intelligent distribution of assets, charitable giving. Wills, trusts, asset protection, probate and family businesses will also be discussed.

Class Details

1 Sessions
Weekly - Sat


Jalon O'Connell 

Registration Fee 


Material Fee


Schedule Information

Date(s) Class Days Times Location Instructor(s)
9/26/2020 - 9/26/2020 Weekly - Sat 9:30 AM - 12:00 PM Norwalk, TBD  Map, Room: TBD Jalon O'Connell 

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