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Finance and Estate Planning at the Windsor Branch Library


David Ryan from the Association of Financial Educators (AFE) will explain financial and estate planning. He is a financial advisor. Registration is requested at jeffcolib.org or by calling 636-461-1914. Understanding what an Estate Plan does  Identifying the Risks that make Estate Planning Essential Learn components of designing your Estate Plan Comparing a Living Trust Vs. a Last Will & Testament Key Differences of Revocable Vs. Irrevocable Trusts What is Probate and its Effect on your Estate & Loved Ones How to choose the Right Estate Plan for your needs When you should transfer your House to Children and how to eliminate capital gains tax

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