Free Retirement Class at Five Forks Branch Library: Family Will and Legacy Planning

📅 Register for your FREE Spot Today!

In this comprehensive class you will learn:
✔ 4-Step Estate Planning including: Advance Healthcare Directive, Healthcare Power of Attorney, Durable Power of Attorney, and Wills and Trusts.
✔ 5 Methods of Avoiding Probate Costs
✔ 3 Guiding Principles to Estate Planning Success, including not exposing your estate to Taxes, LTC costs, and the risk to your Estate.
✔ Understand the difference between a revocable vs. irrevocable trust.
✔ How, When, and Why to do a Roth conversion.
✔ How to avoid leaving your heirs a tax burden.

📍 Location: Room A on July 8th & Room B on July 15th

ℹ️*This event is organized independently and is not sponsored by Five Forks Branch Library.*
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