This course will teach you how to create a simple estate plan. You will be given information on particulars of estate planning such as how-to properly plan for the future distribution of your assets, how to establish a power of attorney, create a Will in Testament and prepare a Living Will. This course will also cover trust funds, how best to incorporate charitable giving into your plan and how-to take proper inventory of the assets you have now.

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Course Pre-requisites
(optional) Financial Planning
(optional) OLLI Membership

March 11, 2026 to May 27, 2026, Biltmore Hall, Rm 123 (7 seats (70%) remaining)
February 10, 2027 to April 28, 2027, Biltmore Hall, Rm 123 (10 seats (100%) remaining)