Topics covered:

GENERAL ESTATE PLANNING

• Introduction to Estate Planning
• The Benefits of Estate Planning
• The Role of Professionals

BEFORECARE

• Wills
• Powers of Attorney
• Minimizing Probate and Estate Taxes
• Trusts
• Asset Protection
• Succession Planning for Business Owners
• Prepare your Estate documents
• Free Estate planning assessment

AFTERCARE

• Executor Duties and Protection
• Planning the Funeral Ceremony
• Notifying Institutions and Creditors
• Applying for Benefits
• Asset Valuation
• Managing Digital Assets
• Tax Requirements
• The Probate Process