What is estate planning? Why do you need to do it? What happens if you die without an estate plan? What is a trust and how does it work? When might you need a trust? These are just some of the questions that will be addressed in this two-session interactive class led by Bob Whiting with Gardey Financial Advisors. The class covers wills, trusts, joint ownership, beneficiary designations and more. It is appropriate for estates of any size. Bob has spent his entire career of 40 years in estate planning and trust management as both a senior bank trust officer and as a vice president of a financial planning firm. Plenty of time will be provided for questions from students

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This course contains no sessions