Estate planning often seems like something only wealthy families need to consider. But in reality, it’s essential for families of all income levels, especially those with limited resources. Estate planning provides a sense of security, ensures that loved ones are cared for, and protects assets, even if they are modest. For families of low to moderate income, these aspects are critical, as they often have fewer financial resources to fall back on in times of crisis
Estate planning isn’t fun to think about, but failing to plan isn’t an option!
This course looks at a fictional family who does absolutely no estate planning. As unexpected life events occur for our fictional family, we see some of the unintended consequences that can happen.
We then look at the tools within an estate planner’s toolbox, and once we have a basic understanding of the tools, we apply those tools to our fictional family to see how it might have changed their situation.
Ultimately, each participant should leave with an understanding of the importance of creating and periodically evaluating or updating your estate plan.
Sign up to attend the Estate Planning Seminar December 9, at Lincoln University Ext. 214 Lincoln St and find out why estate planning is important and what steps you can take to secure your family’s financial future.
