Estate Planning

If You Think Estate Plans Are Just For The Rich & Famous – Think Again.

Topics

What you’ll learn

  • How an Estate Plan can help maximize the value of assets passed on to your beneficiaries and lower the tax burden on your estate.

    • Discover easy-to-understand information about strategic estate-planning tools you can use to protect your estate from creditors and probate court while lowering estate taxes.

  • What you need to know about the most crucial Estate documents – Last Will & Testament, different types of Living Wills, Powers of Attorney, Trusts and more.

    • From respecting your healthcare preferences when you’re incapacitated, to distributing your assets after you pass away, estate planning documents ensure your wishes are honored.

  • Understanding the risks of the Probate Court Process.

    • Without the proper estate planning documents in place, your heirs will have to endure the costly and time-consuming realities of probate court while dealing with their grief.

  • Strategies to bypass Probate Court to keep assets in the hands of those who matter most.

    • iscover totally legal strategies for avoiding probate court -- from transferring property to trusts and establishing joint ownership, to purchasing life insurance products.

  • Planning for Disability, Incapacity, Medical Emergencies and much more.

    • What you need to know about Advance Healthcare Directives and other documents that enable you to choose representatives when you’re unable to make decisions for yourself.

Looking to talk to a qualified professional today? We have hundreds of mentors available and ready to answers all of your retirement questions.

WHAT TO EXPECT

Get answers to questions you never

thought to ask

Our workshops are guaranteed to provide you with these benefits and many more.

Real-world training from industry professionals

Our specialists have helped thousands of individuals find financial clarity and chart their path to retirement.

Up to date information on the topics presented

Our educational workshops are updated every year and are the source of the most up-to-date information in the industry.

An Interactive learning environment with peers

Ask and listen to questions answered by a professional in real time. This helps foster a deeper understanding of the material.

It's your finances.

We're here to help

you learn.

Taught by qualified financial professionals

From the comfort of your home to live seminars, we are a network of established experts providing critical information for various life decisions.

Extension Education Services is a marketing & retirement educational company.  Extension Education Services is not affiliated or endorsed by the Federal Government or the Social Security Administration.


Extension Educaiton Services is located at 1065 PA-315 Suite 103, Wilkes-Barre, PA 18702.  Professionals in Extension Education Services network are licensed professionals who are either CPAs, attorney's, financial professionals and or insurance professionals.  Extension Education Services professionals who conduct Federal education hold the Federal Retirement Consultant designation (FRC). 

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