NEISD - Community Education
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Do I Need a Texas Trust?

Establishing a trust can be a useful estate planning tool that can provide great relief to your family in the time of incapacity or death. In this class, Attorney Whitney R. Thomas will discuss the basic concepts of Texas trusts and why it may be a beneficial part of your estate plan. Course topics include defining what a trust is, types of Texas trusts, trust vs. other estate planning options, parts of a trust, benefits of a trust and hiring an attorney.

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Guide to Retirement Planning

You have worked a lifetime to achieve financial success. Learn how to properly set goals and calculate how much you will need to maintain your lifestyle, as you define it throughout retirement! You will receive a 230 page textbook covering all class topics. Most importantly, your instructors will explain why people run out of money in retirement and how you can plan to help make sure that it doesn't happen to you. It is never too late to work toward financial peace of mind! Couples may attend together for only one registration fee. Upon completion of your online registration, please call (210) 407-0140, option 3 to enroll your spouse for free. Your instructors are: Jay Howard, FSS, CLTC, radio personality and former "Voice of the Spurs," Logan Dietel, CFP, CLTC, FSS. Class sizes are limited. No discount.

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Long Term Care Options and How to Pay for Them

Most people are more afraid of running out of money than running out of life. How do you stay out of a nursing home, off Medicaid and get the best care? Did you know that you can set up your finances to enjoy your lifestyle, not worry about running out of money and never live in a nursing home? Join us in this two-part class and learn how no matter what your income level. Instructor Susan Blumhorst M.A., knows the issues and outcomes and enjoys being in the "helping people" business.

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Probate in Texas: Handling Property When a Loved One Passes

Handling property matters when a loved one passes away can be a stressful and confusing endeavor. In this class, Attorney Whitney R. Thomas will discuss the various after-death legal proceedings in Texas and why it is important to take legal action when a loved one dies. Course topics include learning what a probate is, testate vs. intestate, testate proceedings, intestate proceedings, alternatives to Texas probate and hiring an attorney.

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