Estate planning is the process by which we consider the transfer of wealth or other assets in order to meet a specific goal. Some common estate planning goals include protection of a spouse or disabled child, tax savings, disability planning and business succession planning, among others. Part of the planning process is assembling the appropriate documents that can help you to achieve your goals. This class will explore some of the issues and goals that commonly lead people to think about estate planning, as well as the probate process, trusts, wills, and other strategies that can be used to achieve estate planning goals.
Sarah Joy is back with her very informative and popular Budgeting class!
In this workshop, you will learn the basic components for building a budget. We will discuss money tracking, goal setting, and how having a sense of your overall financial situation can assist you in the process of building a budget.