Estate Planning with CPA

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Age Group:

Adult, Young Adult, Seniors
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Program Description

Event Details

During this session with CPA, learn how to create a plan for your assets, including:  

  • understand the what and why of estate planning
  • the various tools of estate planning
  • powers of attorney
  • wills
  • joint accounts
  • gifting
  • trust
  • define dying without a will
  • life insurance