Learn how beneficiary designations, wills and trusts all interact. Learn when probate happens and when assets might transfer in ways you didn't anticipate.
What happens if my loved one can make decisions for themself? What if they make decisions that are harmful? Will the nursing home take everything? What about taxes? Get an introduction to the legal issues we all will face.
Does a judge decide everything? Learn when a court becomes involved.
Learn when it's time to reach out to a professional.
This course lays out most of the basics of later-life issues and gives sound advice for making reasonable preparations to make things as easy as possible.
The course successfully takes very complex topics with many variables and boiled them down into a nice core. Any student of this course will definitely have valuable information for better understanding their situation and understanding a professional's advice.
Provides a great overview.
Leaving a manageable to-do list isn’t just about documents. I see people with lots of documents leave legal messes all the time. Documents are important, they set up the plan. But it takes more to leaving a manageable to-do list and to make sure the plan actually happens. For example, a will doesn’t prevent probate. It’s for probate! In the Field Guide, you’ll learn how assets move and the role of documents like wills and trusts.
A single payment of $197
The course is approximately an hour of instruction over eight sessions. You have unlimited access to the video course for as long as the course is available. You have the downloadable workbook that is yours for future reference.
The online platform I use for the Workshop is easy to use. You can get a preview to see if it’s right for you. If you’re ready to avoid a mess, take these steps.
Let’s go Organizer!