OAK Knowledge

Estate Planning Course

$0.00

(5 Minutes) Intro to Estate Planning, how to protect your loved ones

(5 Minutes) Life Insurance and Joint Account with Beneficiary Designations
● Benefits
● Risks

(10 Minutes) Probate Court

(10 Minutes) Wills

(10 Minutes) Trusts

(10 Minutes) Incapacity Issues
● Health Care Decisions
● Financial Decisions

(5 Minutes) Minor Children
● Naming Guardians
● Long term v Short term

(5 Minutes) Pets, Asset Protection, IRS
● Preparing Family

🕴 Instructor: Cesar Garcia
📍 State: New York
Category:

Cesar Garcia

In 2003, Cesar Garcia started a career in real estate. He soon mastered the art of fusing astute commercial judgment with a deep awareness of client/customer expectations. When Mr. Garcia joined Keller Williams Realty Landmark in the Bayside market area in 2008, he played a key role in elevating the business to the position of top-performing Queens real estate office. Due to his achievement, he was given a new position as one of the original owners and co-founders of Landmark II, the brand-new Keller Williams Realty location in Jackson Heights. Mr. Garcia played a key role in the company's breakthrough tech solution "and strategies" debut, which enabled him to work with his partners to assemble and manage a team of 350 brokers. Since then, Cesar has obtained a number of professional certifications, such as the ABR, CDPE, SFR, LIBOR Short Sale Certification, and