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Basics of Estate Planning for Retirement

ID : 41763   
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Students will learn how to make important key decisions on their Estates for Retirement.
  • 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
10/16/2023 Mon 09:30 AM - 12:30 PM Kennesaw, KSU Center  Map, Room: 244 Nic Yeomans  ClassRoom