CLASS SYLLABUS

QUALITY FINANCIAL EDUCATION COURSES AT A RESPECTED COLLEGE NEAR YOU

Register today to learn:

  • The benefits and importance of having an Estate Plan
  • The differences between Wills and Trusts
  • How to plan for incapacitation
  • What to do when a loved one dies
  • How to avoid probate and its associated costs, and how
    to minimize taxes
  • Strategies to protect your assets from creditors and the
    government

Why should you attend?

Estate planning is a complex and confusing. By attending this class, you will learn more about the tools and strategies that are needed to protect your assets and give you back control over decisions that will affect you and your family moving forward.

Who is this class for?

This course has valuable information for everyone. You will learn how to choose between a will or a trust, how your estate will be taxed, and how to protect your assets from creditors and the government. Most importantly, this course provides you with the tools you will need to make key decisions around planning your estate.

Did you know? Probate can cost up to
5-10% of your estate’s value.*

Investment Advisory and Financial Planning Services offered through
SWMG, LLC, a Registered Investment Adviser.

*2015 http/info.legalzoom.com