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Estate Planning Basics: What You Should Know to Put Your Affairs In Order
with Tim Stanley
Estate planning is the process by which we consider the transfer of wealth or other assets in order to meet a specific goal. Some common estate planning goals include protection of a spouse or disabled child, tax savings, disability planning and business succession planning, among others. Part of the planning process is assembling the appropriate documents that can help you to achieve your goals. This class will explore some of the issues and goals that commonly lead people to think about estate planning, as well as the probate process, trusts, wills, and other strategies that can be used to achieve estate planning goals.