June 26, Period 2, Summer 2023

How Will My Assets Pass When I Pass? 

We will discuss the five basic ways that assets pass upon our deaths. You will learn why how you own an asset is a crucial part of assembling a cost- and tax- efficient estate plan. We will discuss what assets should always pass by beneficiary designation (and never through your will or trust) as well as what probate or administration (when you die without a will) is really like in Rockland County.

Course Dates:

Course time:
11:30 AM - 12:45 PM

Course Type: Zoom