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Basics of Estate Planning for Retirement

ID : 40331   
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Back to the basics as your instructor covers the following:
  • 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 Session(s)

KSU Center

Nic Yeomans 



Schedule Information

Date(s) Class Days Times Location Instructor(s) Instructional Method
11/1/2022 Tue 05:00 PM - 07:00 PM Kennesaw, KSU Center  Map, Room: 242 Nic Yeomans  ClassRoom

Other Class Offerings

ID: 39863

09/22/22 - 09/22/22
1 session