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Basics of Estate Planning for Retirement

ID : 39863   
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•The 3 documents everyone MUST HAVE in retirement
•The USELESS WILL-it’s a good thing!
•Basics of a Revocable Living Trust
•How to avoid DEATH Probate and LIVING Probate
•How to BLOW UP 401K’s and IRA’s with unnecessary TAXATION
•How to accidentally disinherit children and grandchildren
•2nd marriage solutions in Estate Planning
•What to do if you have a Retirement Account and a Revocable Living Trust
•Beneficiary Form mistakes to avoid-Retirement Accounts, Life Insurance, Annuities

Class Details

1 Sessions

KSU Center

Nic Yeomans 



Schedule Information

Date(s) Class Days Times Location Instructor(s) Instructional Method
9/29/2022 Thu 09:30 AM - 12:30 PM Kennesaw, KSU Center  Map, Room: 244 Nic Yeomans  ClassRoom