Death and Taxes


ID : 43968   

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Two things are certain: death and taxes. This two-part class will help students learn how to stay in control and have their wishes carried out, and learn legal ways to pay less tax. Students will receive handouts and a workbook. Covered Topics:
  • Estate planning essentials: wills, powers of attorney, and trusts
  • IRA, Insurance, and Annuity beneficiary planning (Tax Timebomb if done wrong)
  • Simplifying probate and estate administration
  • New Tax Law=New Tax Opportunities for retirees
  • Charitable giving strategies-Income and tax benefits
  • Tax-Free and Tax-Advantaged Strategies for Retirees
  • ROTH in Retirement: Is it too late for something great?
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Class Details

2 Session(s)
Weekly - Tue

Location
KSU Center

Instructor
Nic Yeomans 

Fee:  $49.00

Member Cost:  $44.10

Schedule Information

Date(s) Class Days Times Location Instructor(s) Instructional Method
10/6/2026 - 10/13/2026 Weekly - Tue 10:00 AM - 12:00 PM Kennesaw, KSU Center  Map, Room: 244 Nic Yeomans  ClassRoom

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