Estate planning is the process of organizing your affairs to accomplish long-range goals for yourself and your family. In this course, we will explore the three stages of estate planning: lifetime planning, end-of-life planning, and asset protection planning because a well-rounded plan includes all three. We will clarify the role of a Power of Attorney and illustrate the difference between an Advance Health Care Directive and a Do-Not Resuscitate Order. We will unravel the probate process and explain the use of Trusts in Delaware to avoid probate, and how Wills and Trusts work together to create a thorough estate plan. We will cover the benefits of a thorough tangible personal property memorandum, the dangers of jointly owned assets, and the importance of appropriate beneficiary designations. Finally, we will explain the ethics surrounding asset protection planning to shelter assets from the costs of long-term care and this conclusion will discuss the planning strategies available and most commonly used.
This class will be held at the clubhouse, multipurpose room on the following dates:
Wednesday, October 30th - 10:00 am
Wednesday, November 6th - 10:00 am
Wednesday, November 13th - 10:00 am

Please contact Christi Davis, Lifestyle Manager with any questions at [email protected].
This is a complimentary program provided by the Tower Hill Institute.