Avoiding Inheritance Loss:
The Basics of Estate Planning
Location: Colonie
Overview: If you’d like to ensure your assets are distributed as you’d
like them to be when you die, estate planning is the answer. Successful estate
planning transfers your assets to your beneficiaries quickly and with minimal
tax consequences. Estate planning can also assure that family members know how
you’d like your financial and medical affairs to be handled if you become
incapable of making your own decisions. Attorney Michael Tommaney provides a
plain English explanation of the four basic estate planning documents that
virtually everyone over the age of 18 should have in place. Don’t wait until
it’s too late! Take this course today and put your affairs in order, for your
family’s sake.
Topics: last will and testament • living wills • health care proxies •
general durable power of attorney • what probate really means and why it’s not
akin to the bubonic plague as some practitioners would lead people to believe •
Additional estate planning documents the average person may wish to consider •
Why using documents you download from the Internet should be avoided in
virtually all cases
Instructor: Michael Tommaney has been in private practice for in the
Albany area for over thirty-five years. He has devoted the majority of his time
to the estate planning, estate administration, and estate tax area of the law.
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