Free Estate Planning Seminar: Wills vs. Trusts | Appleton

This is truly an educational session. Join us at the D.J. Bordini Center in Appleton for a thought-provoking discussion of the basics of estate planning and discover which plan is right for you and your loved ones

You should attend if:

• You have a retirement account (IRA, 401k)
• You want to learn how current laws affect your estate plan.
• You are concerned that Nursing Home or long term care costs will deplete your life savings.
• You want to protect the family inheritance you leave behind for your family’s use only.
• You wish to learn more about Probate and how to avoid it.
• You have a Will that is more than 3 years old or it was created in another state.

What we will discuss:

• New retirement account law changes that affect every estate plan.
• Proposed changes to the Federal Estate and Capital Gains Tax laws.
• How to provide for your own care and well-being, and that of your loved ones even if you become incapacitated.
• Why you shouldn’t add a child to your bank account and how beneficiary designations might ruin your will.
• How you can protect your childrens’ inheritances from predators, greedy non-family members, and bad marriages.
• How veterans or their spouses can receive money to help pay for medical expenses.
• Why signing your home over to your kids might be a huge mistake.
• How planning in advance can help you and your spouse afford quality care.

Prefer to learn online? Check out our virtual events: EstatePlanningLive.com