If you think estate planning is only for the rich and famous, think again. Asset planning can help you distribute your assets according to your wishes and the needs of your survivors, while minimizing taxes.聽

  • Participants will learn how to protect your legacy as it relates to:聽
  • Probate-What it is and how to avoid it聽
  • Trusts-What they can do for you聽
  • 贵别别蝉-奥丑补迟听濒补测飞别谤蝉听肠丑补谤驳别听
  • Death Taxes-What they amount to聽
  • Power of Attorney-Never leave home without one聽

Learning Outcomes

Participants will be able to:聽

  • Describe the importance of estate planning聽
  • Identify the necessary actions to distribute assets according to your wishes while minimizing taxes聽
  • Define will and trust terms in order to protect your legacy聽

Who should attend

This workshop is intended for any 兔子先生传媒文化作品 faculty or staff member who wants to learn more about wills and trusts and their importance in asset planning and taking care of loved ones.聽

This workshop is hosted by the Faculty & Staff Assistance Program and sponsored by Elevations Credit Union.鈥�

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March 2, 2022聽聽

Time:

狈辞辞苍-1辫尘听

滨苍蝉迟谤耻肠迟辞谤(蝉)听

Kurt C.聽Hofgard, JD, CLU,聽ChFC, AEP 鈥�

Kurt鈥痟olds a Bachelor of Arts in Western American History with Honors from Stanford University, and he graduated from Northwestern School of Law, Lewis & Clark College in Portland, Oregon with honors. He successfully completed the Advanced Estate Planning courses from the American College聽en聽route to obtaining the Charted Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations. He is also an Accredited Estate聽Planner.Kurt聽is a member of the Colorado Bar Association, a member of the board of directors of the Boulder County Bar Association (Business and Estate & Tax Sections), the Boulder County Estate Planning Council, and the Boulder Chamber of Commerce.聽聽

Cost:聽There is no cost for this course.聽聽