Period 1, Session 2, Spring 2022

2.1.1 How to Organize an Estate Plan after the “SECURE Act”

Whether you have already put together an estate plan or have been “getting around to it,” on January 1, 2020 things changed! Now more than ever it is important to know who you are leaving what to. Should you name them on a beneficiary designation or are they in your will. Learn how to use the SECURE Act so that your children don’t pay more to taxes than they have to. NEW!

Course Dates:
04/26/2022
05/03/2022
05/10/2022
05/17/2022
05/24/2022
05/31/2022

Course time:
10:00 AM - 11:15 AM
Instructor: Beth Blecker

Course Type: Online

Closed