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Estate Planning Basics

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Colorado Home Realty

2509 W Main St

Littleton, CO 80120

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In this general education class, you'll learn estate planning basics. After completion, attendees have enough knowledge and information to make estate planning decisions for their families.

Topics covered:

  • The 3 essential documents that every adult must have regardless of age or income.

  • The differences between wills and trusts, including common misconceptions about trusts.

  • The Colorado probate process and intestacy.

  • Federal and Colorado estate taxes.

  • Simple probate avoidance strategies that everyone can use immediately.

  • The importance of selecting key personnel in the estate planning process.

Paul Miller is dedicated to providing families with the tools and knowledge necessary to protect their loved ones and legacies, especially in times of anxiety and uncertainty. He has developed a 10 step process that gets even the biggest procrastinators up and running on their estate plans in the first 15 minutes.

A question and answer session will follow the presentation.

Attend this free seminar and get started today.
$5 suggested donation. Proceeds to benefit Chromebooks4Kids.

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Date and Time

Location

Colorado Home Realty

2509 W Main St

Littleton, CO 80120

View Map

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