Event Information
Estate Planning Seminar: Session 1
PFC Streaming
Tuesday, Jun 22, 2021 11:00 AM
THIS SESSION IS ALL FILLED UP!
Contact Info@barronsmithlaw.com for early info on the next session.

Session 1: Estate Planning with the Goal of Simplicity

- Wills vs. Trusts
- Probate Basics
- Planning for minor children: Use of trusts and nominating a Guardian
- Beneficiary Designations and Retirement Accounts
- Transfer on Death Deeds

****Additional topics if time permits:
- Strategic use of specific bequests, beneficiary designations, percentage and metered bequests
- When to consider professional fiduciaries and co-personal representatives
- Communication with nominees and beneficiaries
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Event Pricing
Streaming Admission - $0.00

 
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