Classes

A free class is being offered to the public at the Georgetown Public Library, located at 123 West Pine Street, Georgetown, Delaware. The class covers avoiding probate, how to make the transition of property occur seamlessly at the time of death, without “opening an estate.” The sponsor, Delaware Money School, is delighted to be able to provide free of charge, an experienced and well qualified instructor, Deirdre O’Shea McCartney Esquire to the public. Having written, spoken and taught on the subject many times, she breaks down what appears to be a complex subject, to simple understandable layman’s terms. This class focuses only on steps the lay person can take so assets transfer at death to the intended beneficiaries by operation of law, immediately and automatically. For those who have served as a personal representative or executor of an estate, they know first hand how complex, expensive and time consuming the probate process can be. Everyone should have a will prepared with a competent attorney. This class teaches how to prepare an estate in such a manner that the entire probate process can be avoided and the will never come into play.

Class Schedule

January 9, 2017 Avoiding Probate from 6-7P at the Georgetown Public Library
February 6, 2017 Avoiding Probate from 6-7P at the Georgetown Public Library
March 2, 2017 Common Estate Planning Mistakes from 1-2P at the South Coastal Public Library
April 3, 2017 Avoiding Probate from 6-7P at the Georgetown Public Library
May 1, 2017 Aging in Place from 6-7P at the Georgetown Public Library
June 12, 1017 Common Estate Planning Mistakes from 6-7P at the Georgetown Public Library

What is Your “Aging in Place” Plan-
The class covers financial and legal planning for your future care needs during retirement and as you age and how you can prepare yourself for what’s to come in the future. The class will help with you with understanding how to plan for your care needs and offers suggestions on how to optimize your care in the future and for your benefit and the benefit of your loved ones. This class focuses on steps you can take to make sure that you will receive and afford the proper care that you need as aging takes place. Everyone should be aware of their options and how to consult with their attorney to plan an appropriate strategy for their future care to avoid any problems that may arise.

Common Estate Planning Mistakes-
The class covers common estate planning mistakes and how you can avoid them. The class will help uncover some of the common myths about estate planning and offers suggestions on how to optimize your financial future and legacy for your benefit and the benefit of your loved ones. This class focuses on steps the lay person can take to make sure they are not making these common mistakes and if they are how to avoid them. Everyone should be aware of these mistakes and be able to consult with their attorney and financial advisor on a plan for their future to correct them. This class teaches how to make better financial decisions in the context of estate planning.

Avoiding Probate-
The class covers avoiding probate, how to make the transition of property occur seamlessly at the time of death, without “opening an estate “. This class focuses only on steps the lay person can take so assets transfer at death, to the intended beneficiaries by operation of law, immediately and automatically. For those who have served as a personal representative or executor of an estate, they know first hand how complex, expensive and time consuming the probate process can be. Everyone should have a will prepared with a competent Attorney. This class teaches how to prepare an estate in such a manner that the entire probate process can be avoided and the will never comes into play.

For more information call 302-855-0551. Registration to attend the class is done online at: www.dfli.org or 1-877-307-6858.

Shannon R. Owens, Esquire is teaching the Introduction to Estate Planning Course at Delaware Technical & Community College at the Owens Campus in Georgetown, Delaware for the Winter and Spring semesters. The course is a one-night evening class and will help you understand the basics of estate planning, including how a will, power of attorney, living will, and living trust are used to manage your affairs during life and after death. We also will introduce the concept of irrevocable trusts. Course registration information: ENO 508-232—September 20, 2016 from 6-8 pm. The college charges a nominal fee of $25.00 for each course. Please contact 302-857-1400 or search classes and register online at go.dtcc.edu/workforcedevelopment.