Strittmatter Wealth Management Group Fort Worth, Texas Financial Education Classes Wills, Trusts, and Estate Planning Class at local colleges Weatherford College Weatherford, Texas, University of Texas at Arlington Arlington, Texas, Tarrant County College, Tarleton State University Fort Worth, Texas

Learn the tools and strategies needed to protect your assets and give you back control over the decisions that affect your family

 

Estate Planning is a complex and confusing area of our lives

It is often one of the last items that people take care of because of procrastination or confusion over what is needed. Now, more than ever, it is important to have a sound estate plan in place. Without an estate plan, you lose control of the distribution of your estate, and you may incur unnecessary costs and taxes.

This course has valuable information for everyone

We will discuss the many ways to plan your estate as well as teach you strategies you can use to protect your assets. You will learn about how to choose between a will or a trust, how your estate will be taxed, and how to protect your assets from creditors and the government. Most importantly, this course provides you with the tools you will need to make key decisions around planning your estate.

 

Course Outline

 
 
Strittmatter Wealth Management Group Wills, Trusts, and Estate Planning

BASICS OF ESTATE PLANNING

Often the hardest part of any planning is just getting started. Having a basic understanding of estate planning allows you to formulate a plan for what you would like to do at death or in case of incapacitation. This section is designed to help you understand the big picture of why estate planning is so important.

 

YOU'LL LEARN ABOUT:

A. Estate Planning Defined
B. Introduction of Estate Planning
C. Objectives While Living
D. Objectives at Death
E. Ten Most Common Mistakes

 
Strittmatter Wealth Management Group Wills, Trusts, and Estate Planning

PLANNING FOR INCAPACITATION

Unfortunately, unforeseen illnesses and accidents happen in life. Planning ahead for these events is imperative to making sure that you maintain control over personal decisions that will affect you. This section will give you a better understanding of what is needed so that you have peace of mind over these key decisions.

 

YOU'LL LEARN ABOUT:

A. What is Incapacitation
B. How it Can Affect You
C. Key Documents Needed
D. What to do With Your Incapacitation Documents
 

 
Strittmatter Wealth Management Group Wills, Trusts, and Estate Planning

WILLS

No one wants to be a burden to their loved ones at death. By having a will in place, you maintain control over key decisions at death and make it much easier on those you leave behind. This section will help you understand what is required and how to put one in place. 

 

YOU'LL LEARN ABOUT:

A. What is a Will and Do I Need One
B. Disadvantages of Dying Without a Will
C. Advantages  of Having a Will
D. Disadvantage of a Will-Only Estate Plan
E. When to Revisit Your Will

 
Strittmatter Wealth Management Group Wills, Trusts, and Estate Planning

PROBATE

The probate process can be complex and costly. Many people think you have to probate your estate. In this section, you will learn how to avoid probate and all of the costs associated with it.

 

YOU'LL LEARN ABOUT:

A. What is Probate
B. Advantages of Going Through Probate
C. Costs Associated with Probate
D. Avoiding Probate 

 
Strittmatter Wealth Management Group Wills, Trusts, and Estate Planning

DIRECT TRANSFER

There is always an easier way! In this section, you will learn some incredibly easy ways to transfer assets to your loved ones without any hassle. You will also learn how these methods can save you time and money.

 

YOU'LL LEARN ABOUT:

A. What is Direct Transfer
B. Gifting While You’re Alive
C. Beneficiary Forms: Don’t Leave Home Without Them
D. Account Registrations: TOD and POD
E. Joint Ownership Community Property in Texas

 
Strittmatter Wealth Management Group Wills, Trusts, and Estate Planning

TRUST

Do you want even more flexibility and control than what a simple will offers? Then a trust may be right for you. In this section, you will learn all of the ins and outs of the different types of trusts and how they can benefit you.

 

YOU'LL LEARN ABOUT:

A. What is a Trust
B. Benefits of Trusts
C. Disadvantages of Trusts
D. Types of Trusts: Testamentary vs. Living
E. Types of Trusts: Revocable vs. Irrevocable

 
Strittmatter Wealth Management Group Wills, Trusts, and Estate Planning

TAXES

It’s been said that the only two things guaranteed in life are death and taxes. Unfortunately, at death you may be exposed to a wide array of taxes. In the last few years, estate tax law has changed drastically. In this section, you will learn all about the different taxes that are owed at death and strategies on how to help avoid them. 

 

YOU'LL LEARN ABOUT:

A. Taxes Coming and Going
B. Income Tax
C. Estate Tax
D. Gift Tax
E. Generation Skipping Tax
F. Capital Gains Tax
G. Estate Tax Example

 
Strittmatter Wealth Management Group Wills, Trusts, and Estate Planning

planning strategies

Once you have learned the basics, it will be time to learn more advanced strategies. In this section, you will learn strategies for how to reduce costs and taxes. We will also discuss Medicaid and what you need to know now to prepare for Long Term Care costs. In addition, you will learn what to do next when a loved one dies.

 

YOU'LL LEARN ABOUT:

A. Bypass Trust
B. Irrevocable Living Trust
C. Qualified Terminable Interest Property (QTIP)
D. Special Needs Trust
E. Medicaid Planning and Long-Term Care
F. Miller Trusts
G. Family Limited Partnerships
H. Survivor Planning
I. What to do When a Loved One Dies

THIS COURSE INCLUDES:

 
Strittmatter Wealth Management Group Wills, Trusts, and Estate Planning

CLASSROOM INSTRUCTION

Wills, Trusts, & Estate Planning is both enjoyable and educational. Classes are led by Josh W. Strittmatter, CERTIFIED FINANCIAL PLANNER®. The presentation will be filled with valuable information as well as real life experiences. The instructor encourages an interactive format where participation and questions are welcome.

COURSE TEXTBOOK

This course includes a textbook with examples and interactive material that is yours to keep. The book is written in an easy-to-understand language and will help you follow along throughout the presentation.

COMPREHENSIVE LEARNING

Unlike financial seminars that focus on
one topic, this course is designed to help you see the “big picture.” You will have an opportunity to learn about the many aspects of estate planning, how they can work together to make the process easier, and how to make sure you get what you want from your estate plan. This course is purely educational, and nothing is sold to you.

OPTIONAL CONSULTATION

If you have questions that are personal in nature or would like to find out more about estate planning, you may arrange to meet privately with your instructor after the course is complete. This consultation is complimentary for class attendees but is
not required.

 

Meet your instructors

 
 
Strittmatter Wealth Management Group Wills, Trusts, and Estate Planning Josh Strittmatter

Josh W. Strittmatter
CFP®, CRC®

Josh W. Strittmatter has been teaching Estate Planning and several other financial subjects at many colleges and universities since 2010. His passion is education, and believes knowledge and financial literacy are important for every person.

 
 
Strittmatter Wealth Management Group Wills, Trusts & Estate Planning Kelly Buchfink

Kelly BuchFink CFP®

Kelly Buchfink has been in the financial industry for 18 years and enjoys applying her knowledge and experience to teaching. She enjoys educating others in hope they gain understanding and inspiration to assist them in meeting their next financial goal.