Estate Planning for 2nd Marriages

This engaging class will dive into many important considerations and planning strategies related to Second Marriages. Students will learn what families have done to protect their assets and prevent accidental disinheritance. Additionally, students will learn techniques that could provide for your spouse while potentially keeping peace in the family. For many people, charity is their ultimate beneficiary. The instructor will cover different Charitable giving strategies with their various pros and cons. Covered Topics: Basics of Estate Planning: Fundamental principles and documents to consider, Credit Shelter Trust, Revocable Living Trust, Dynasty Trust, Retirement Plan, Annuity, and Life Insurance Beneficiary Planning and Spousal Life Estates.