Understanding Wills, Trusts, and Beneficiary Designations: Myths vs. Truths - Online Course

Join us for an informative session where we debunk common myths and clarify the truths about wills, trusts, and beneficiary designations. This free mini-course is designed to help you understand the critical differences between various estate planning tools and the importance of keeping your beneficiary designations current. Our expert instructor, Romia from the Generational Wealth Protection team, will guide you through the intricacies of estate planning, highlighting how trusts can offer benefits beyond tax minimization and why a will doesn't avoid probate.

Key Topics Covered:

• The importance of updating beneficiary designations
• Differences between living wills and traditional wills
• Benefits of trusts beyond tax minimization
• Understanding the probate process and how it relates to wills
• How to protect your assets and ensure your legacy through effective estate planning
• The role of guardianship in your will and trust documents
• Strategies for minimizing disputes among heirs and beneficiaries

Next class will be held via zoom on Thursday, September 12, 2004.

This session is ideal for anyone looking to gain a deeper understanding of estate planning essentials and ensure their wishes are carried out according to their intentions. Don't miss this opportunity to equip yourself with the knowledge to protect your wealth and secure your family's future.