This course will explore the world of “estate planning” and why it is important for everyone. You will learn why estate planning is far more than just “documents” and how an effective plan can protect your current and future way of life. Through active class discussions, you will learn about planning with purpose, and how to engage with your attorney to create a plan that is best for you and your family. You will learn why it is not all about probate avoidance, how retirement changes planning, tax implications to be aware of, and so much more.  

Subject: finance  

Tim Alles is an attorney and serves on a variety of non-profit boards and committees. He established GenTrust Law to help people simplify the path to a meaningful estate plan, hoping to help as many people as possible be prepared for whatever comes their way. He has taught several courses for our program.