Creating Your Estate Planning Blueprint For The Years Ahead

Mon, 23 Feb 2026 00:00:00 -0600

Just like a house needs a solid foundation, your estate plan begins with the basics. In this class, you’ll learn the essentials: wills, powers of attorney, beneficiary designations and trusts, as well as how they connect to your retirement accounts and tax picture. We’ll also discuss: • When tools like Roth conversions and QCDs can reduce taxes • How new IRS rules affect inherited IRAs • Ways to make things simpler for your family • Common mistakes that can create headaches and how to avoid them You’ll leave with a clear framework and a take-home guide to help you organize decisions and next steps. Designed for retirees and those approaching retirement.