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Estate Planning – Understanding the Basics


Course Information

Location: 455 County Center, Room 101 – Redwood City

Participants will gain a better understanding of the estate planning process. They will learn about an easy three-step process to set up an estate plan. In addition, this course will help simplify the terminology used by the financial planning and legal professions.


  • Discuss important reasons for estate planning
  • Determine ways property can be transferred upon death
  • Recognize important features of wills
  • Identify methods that avoid probate
  • Discuss the various ways assets can be titled

Instructor Bio:

Keith Dorney, CFP® has been an instructor with Financial Knowledge since the year 2000. Conducting personal finance seminars is a natural extension of his previous career helping NFL players with financial planning. His years of experience and engaging smile make his classes truly enjoyable.