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  3. Estate Planning Education

Estate Planning Education

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  • What is Probate?
  • The Disadvantages of Probate
  • Revocable Trusts vs Irrevocable Trusts
  • Role of the Successor Trustee
  • Role of the Guardian
  • Understanding Powers of Attorney
  • Role of the Agent in Your Financial Power of Attorney
  • Income Taxes and Revocable Trusts
  • Estate Taxes and Revocable Trusts
  • Living Trusts vs Testamentary Trusts
  • Understanding A/B Provisions
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