Bring your list of debts and a calculator to class and we will develop your debt elimination plan. This is NOT an investment program, debt-consolidation, refinancing or bimonthly mortgage plan. This class is strictly educational in nature. Dates Special Info. This is a decision that will confront almost every person in the United States.
Estate planning can be manageable if a checklist approach about important matters is undertaken.
Avoiding probate, guardianship, and Medicaid spend-down, reducing taxes, and making sure your assets are received by the intended person, are all part of what estate planning can accomplish for you. Dates Special Info. Anthony Ferraro You or someone you know may be named as executor in your parents, friend or family members' wills, or as trustees in their trust. The purpose of this course is to provide attendees with an understanding of the probate process and the trust administration process. This may result in overall reductions in fees aid to accountants and lawyers.