Estate Planning Basics: What to Know and How to Get Started

Join us for an introduction to the essentials of estate planning.

Participants will learn:

How wills, trusts, powers of attorney, and beneficiary designations work

How taxes and probate can affect an estate

How to incorporate charitable gifts into their plans \(a powerful way to give!\) and how to find the right advisor.

Estate planning attorney Nadine Aarsheim will lead the October session, which is designed for individuals who are not planning for dependents.

The January session will also address planning for minor children and other dependents.