ESSENTIALS OF ESTATE PLANNING


Every adult needs an estate plan. WLF is teaching a two-part course regarding the fundamentals and elements of will and trust based estate plans. When you have all the proper elements in your plan you and your family will be protected and cared for in the event of incapacity or death. Each class participant will create a customized Estate Plan Design Summary during the course.

Topics of review will include:

Wills

Trusts: Revocable and Irrevocable

Financial and Health Care Directives

Life Estates and Homestead Protection

Guardianship and Elder Law

DIY Estate Planning Mistakes

Contact WLF at (978) 296-4140 or info@wilsonlf.com to sign-up for our next Essentials of Estate Planning course or schedule a private class for your group.

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