Two things are certain: death and taxes. This two-part class will help students learn how to stay in control, have their wishes carried out, and learn legal ways that may allow you to pay less tax. Covered Topics: Estate Planning documents essentials, IRA, Insurance, and Annuity beneficiary planning, 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 and ROTH in Retirement.