Estate Planning Basics [S-24-14]
| Presenter: | Eleanor Menz |
|---|---|
| Location: | SLCHA: Silas Wright House: County Gallery |
| Classes: | 2 Sessions 1.5 hours |
| Dates: | Tue 10:00 AM 04/23, Thu 04/25 |
| Status: | CLOSEDCourse Update: Course #14 the second class has been rescheduled from 4/30 to Thursday, 4/25 from 10:00-11:30 at Silas Wright. The first class is 4/23 and the second class is 4/25. Only the second class was rescheduled. |
Print Info
The presenter will discuss planning for the orderly transfer of assets at death as well as planning for the possibility of incapacity during life. We will address the most common documents used, probate, as well as recent and forthcoming changes in the tax aspect.
Eleanor Menz is a Certified Public Accountant and retired Certified Financial Planner. She has most recently retired from fifteen years offering fee only financial planning services.
Cap: 25