Choices In Effective Legal Planning
The class will emphasize the choice of legal documents using a risk vs benefit format.
- Power / Control vs Risk
- Medical Directives
- Tax benefits
- Gifting
- Court Appointed Guardianship
- Deed Titles
- Protection of minors
- Distribution protection for heirs
- Payable on Death Accounts
- Protective distribution for insurance
- The Significance of Funding
- Wills vs Revocable Living Trust
- Power of Attorney
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