This course will teach you how to create a simple estate plan. You will be given information on particulars of estate planning such as how-to properly plan for the future distribution of your assets, how to establish a power of attorney, create a Will in Testament and prepare a Living Will. This course will also cover trust funds, how best to incorporate charitable giving into your plan and how-to take proper inventory of the assets you have now.

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Course Pre-requisites
(optional) Financial Planning
(required) OLLI Membership

This course contains no sessions
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