All Sessions hosted by Marguerite Lorenz, CTFA, CLPF.
- Class 1. Your Quality of Life – How does your plan protect you and serve you? When does it start? Do you need an Estate Plan? What does it cost to stay in your home "no matter what?" This session is focused on the reasons to have an estate plan and the costs of care.
Class 2. Advanced Health Care Directive, Durable Powers of Attorney & Conservatorship – What is your Agent for Health Care expected to do? When? If you answered, "Pulling the Plug," you need this class! What is a Conservatorship and how do you avoid needing this?
- Class 3. Estate Planning Basics – Learn more about creating the plan that is best for you and your family. How can you help your attorney create an effective estate plan? What does your attorney need to know?
Class 4. Advanced Estate Planning – This session will highlight concepts and possibilities beyond the four basic documents including "What's the plan if you don't have a plan?"
- Class 5. Charitable Giving and the Benefits – How can working with a charity benefit your estate plan? What gifts qualify for tax deductions? We discuss many ways to maximize your benefit.
Class 6. Transferring the Wealth – How are your retirement accounts titled? How do distributions to beneficiaries really work? How do you make sure that your retirement accounts don't end up in probate court?
- Class 7. Serving as Trustee – Are you the Trustee of a trust? What are your duties & responsibilities? What is your Successor Trustee's job? What are your choices in terms of who may serve as your Successor?
Class 8. It's Your Life and Your Plan – What's next? Have fun reviewing all you have learned throughout this workshop series and get great tips on protecting you and your loved ones.