W25-27 Introduction to Estate Planning REPEAT

W25-27 Introduction to Estate Planning REPEAT

Class | Registration closed 12/15/2024

Helwig Whistle Stop 611 W Bagley Rd Berea, OH 44017 United States
Conference Room
Finance - All Levels
1/8/2025-2/12/2025
12:15 PM-1:35 PM EST on Wed
$25.00

W25-27 Introduction to Estate Planning REPEAT

Class | Registration closed 12/15/2024

Having a basic will does not avoid probate. Relying solely on a basic will is just one element of the many estate planning components every family should have in place. The instructor uses real-life examples and takes a hands-on approach about the following foundational estate planning tools: last will, healthcare POA, financial POA, guardianship, living trust, HIPAA, living will and executorship. You will also discover how to efficiently pass on your assets to your children or heirs through probate avoidance and asset protection strategies using revocable and irrevocable trusts.

Repeat from Winter 2024

Dan Baron

Attorney Dan A. Baron focuses his practice in the areas of estate planning and elder law.  Mr. Baron is a member of the Cleveland Metropolitan Bar Association, West Shore Bar Association, Akron Bar Association and Elder Counsel. He is a published author and creator of Dollars and Sense© magazine. Since 2019, Dan has been nominated by his professional peers as “Ohio’s Super Lawyer, Rising Star.” Recently Dan was also voted “Best Lawyer, One to Watch for 2024.”