10-Day E-Course: Protect Your ASSets … Wills 101

Wills and trusts help individuals transfer assets and protect family wealth for the next generation.

Documenting your plans can give you greater peace of mind and make decisions easier for your loved ones in potentially stressful situations. This e-course provides the steps that will help you create these important documents.

Ecourse outline:

  • Why you need a will

  • Do you need an attorney to make a will?

  • Living wills

  • Choosing beneficiaries in your will

  • Finding an executor for your will

  • Tips on minimizing inheritance tax

  • Benefits of setting up a trust

  • Do I need to worry about probate?

  • Common mistakes when making a will

  • When should you change your will?