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Human Resources

“Fiscally Fit” seminar series - Estate Planning

Date: 12:00pm - 1:00pm PST February 22, 2011 Location: Albany 220

Albany 220

Tuesday, February 22, 2011

The workshop will be in Albany 220 from Noon to 1 p.m. and is approximately 45 minutes in length with 15 minutes for Q&A.

Free your heart and mind from worry about the “what-if’s” of life! Planning and preparing for the transfer of your wealth is an essential step to achieving peace of mind and gaining financial freedom. In this workshop, participants will learn about wills and trusts and how to insulate their children’s inheritance from creditors.

Topics covered also include:
• How not to name the IRS as the beneficiary of your estate
• How to avoid Probate
• Strategies to avoid estate and capital gains taxes
• The difference between a living trust and a will (Which is better? When do you need a living trust?)
• How to properly title your home and assets