Estate Planning: Basics and Beyond

Attorney Tracy Potts a Certified Specialist in Estate planning will go over fundamental concepts and techniques of estate planning. The class is designed for Realtors who want to learn how estate planning, including their assets, properties, and investments, fit into real estate and what they can do to help their clients.

Topics will include:

• Advanced Healthcare Directive
• Durable Power of Attorney for Property Management
• Will Revocable Living Trust
• Beneficiary Designations

And more!