This free estate planning course explains why estate planning is important, how to properly plan an estate, and the goals of the estate planning process.

Estate planning serves to manage an individual's asset base in the event of their incapacitation or death. This Thursday evening class provides an overview of basic and sophisticated estate planning, Revocable and Irrevocable Trusts, Wills, Powers of Attorney, Health Care Directives, and a discussion of the probate process.

Overview of basic and sophisticated estate planning, including Revocable and Irrevocable Trusts, Wills, Powers of Attorney, Health Care Directives, and a discussion of the probate process and how to avoid it. Kathryn Bedell is a law partner at Ballou & Bedell in York. Her practice focuses on estate planning, asset preservation, and probate matter, including guardianships and conservatorships.

Tuesday, Sept. 24, 6:30-8:30 p.m., 1 session

Course Fee: $7

Wills, trusts, Powers of Attorney – Oh, my! Do you need a will? Do you need a trust? What is a Power of Attorney, anyway? Come one, come all to Estate Planning 101, and we’ll at least sort out the vocabulary of “getting your affairs in order.” We’ll even throw in free Advanced Health Care Directive forms! 

Estate planning is the process by which we consider the transfer of wealth or other assets in order to meet a specific goal. Some common estate planning goals include protection of a spouse or disabled child, tax savings, disability planning and business succession planning, among others. Part of the planning process is assembling the appropriate documents that can help you to achieve your goals. This class will explore some of the issues and goals that commonly lead people to think about estate planning, as well as the probate process, trusts, wills, and other strategies that can be used to achieve estate planning goals. 

Overview of basic and sophisticated estate planning, including Revocable and Irrevocable Trusts, Wills, Powers of Attorney, Health Care Directives, and a discussion of the probate process and how to avoid it. Kathryn Bedell is a law partner at Ballou&Bedell in York. Her practice focuses on estate planning, asset preservation, and probate matters, including guardianships and conservatorships.

This free estate planning course explains how trusts can protect your assets, including your home.

Widely used in office settings, knowledge of Excel 2016 will enhance employment possibilities. This course teaches the basic setup and use of spreadsheets to new users, or can be taken by Excel users wishing to refresh their skills. Included are editing and formatting of cells and the use of basic formulas. This is a Tuesday evening class.