Estate Planning Class
Estate Planning Class
Habitat for Humanity of Key West and Lower Keys invites all homebuyers to participate in our upcoming Estate Planning Class. This informative session is designed to help you understand the importance of estate planning, particularly for new homeowners.
Date: Wednesday, August 21, 2024
Time: 5:00 PM
Location: Peace Covenant Church, 2610 Flagler Ave, Key West, FL 33040
Why attend?
This course will help future homeowners learn about estate planning. Participants will understand how to use advance directives to communicate their wishes for family members, learn about wills and how to avoid probate, and recognize the importance of investments for retirement. By the end of this course, participants will have the knowledge to plan their estate effectively for the future.
Class Agenda:
Understanding Estate Planning
Definition and key concepts.
Importance of having a plan in place.
Components of an Estate Plan
Wills and Trusts.
Powers of Attorney.
Health Care Directives.
Importance for Homeowners
How homeownership affects your estate plan.
Protecting your home and family.
Steps to Create Your Estate Plan
Assessing your assets.
Choosing the right documents.
Working with professionals.
Q&A Session
An opportunity to address your questions and concerns.
Learning Outcomes:
Describe advance directives and why they are important.
Explain wills and strategies to avoid probate .
Recognize the significance of investments in retirement planning.
Join us to ensure a stable and secure future for you and your loved ones!