Estate Planning Class

Estate Planning Class

By HOMEROCK INSURANCE

Overview

Estate planning, 1 hour CE Class

Wills & Trusts: Protecting What Matters Most

Estate planning is the thoughtful process of preparing how your assets and personal affairs will be managed if you’re unable to do so or after you pass. It’s something everyone can benefit from—no matter your age or financial situation—and it helps ensure your wishes are honored while easing stress and uncertainty for the people you care about most.

What You’ll Learn:

  • The essentials of wills, trusts, and ?powers of attorney.
  • How to protect a home, savings, ?and investments.
  • Strategies to reduce family stress ?and avoid probate issues.
  • The role of life insurance in estate planning .
  • How to create a plan that reflects your values and goals.

Course# 53746 This is a certified 1 House CE Credit



Category: Business, Finance

Good to know

Highlights

  • 2 hours
  • In person

Location

24624 Interstate 45 N suite 120

24624 Interstate 45 North

#suite 120 Spring, TX 77386

How do you want to get there?

Organized by

HOMEROCK INSURANCE

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Events

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Hosting

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Free
Jan 8 · 11:00 AM CST