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Preserving Family Assets from Estate Taxes & More

  • All levels
  • 18 and older
  • $30
  • Virtual Learning via Zoom
  • 90 minutes

Start Dates (0)

  • $30
  • Virtual Learning via Zoom
  • 90 minutes
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Class Description

Description

What you'll learn in this personal finance class:

Preserving Family Assets from Estate Taxes, Nursing Home Costs and More


Learn how to legally avoid estate taxes and nursing home costs and keep family assets from ending up in unwanted hands, while maintaining control of your assets. You will be taught what needs to be done in order to pass assets to children free of estate tax, how you can protect your home and other assets from future nursing home costs and how you can avoid giving extended family members unwanted access to your assets.


Please be sure to register by the day before the class at the latest. You will receive an invitation email with a link to join the Zoom meeting. 

Refund Policy

  • A full refund will be issued if your course is cancelled by the Bronxville Adult School.
  • If you need to cancel a registration, email the office at least 7 FULL BUSINESS DAYS (Monday-Friday) BEFORE the class start date to receive a full refund, minus a $15 processing fee.
  • You will receive an email to confirm that your request was received. Please be sure to keep a record of it.
  • No refunds or credits will be issued for any reason at any other time, including due to Covid issues. Your registration guarantees you a space in the class regardless of your attendance.
  • Students assume full responsibility for any changes to their business or personal affairs.
  • No credit will be given for missed classes or if you are unable to attend a rescheduled make-up class.
  • Class cancellations due to inclement weather will be made up and will not be refunded.
  • Students assume full responsibility for choosing the appropriate course level. Please contact [email protected] if you have a question about the level or material.

In any event where a customer wants to cancel their enrollment and is eligible for a full refund, a 5% processing fee will be deducted from the refund amount.

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Bronxville Adult School

Serving the Greater Westchester Community and Beyond!  Our classes are open to all and our students come from all over Westchester and the Tri-State area. 

The Bronxville Adult School is a not-for-profit organization incorporated in 1957 and chartered by the New York State Board of Regents. ...

Read more about Bronxville Adult School

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Bronxville Adult School

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