Wills & Trusts Lunch & Learn
About this Event
Join Attorney Walter Ozark and Financial Advisor Bill Kinkel for a no-cost educational lunch event focused on wills, trusts, probate, and the importance of getting financially organized before making important legal and financial decisions.
Estate planning is about more than documents. A will, trust, beneficiary form, account title, deed, insurance policy, or retirement account designation can all affect how your wishes are carried out. This event will help attendees better understand how legal documents and financial accounts should work together.
Topics include:
• Wills vs. living trusts
• Why a will does not avoid probate
• How beneficiary forms, IRAs, retirement accounts, insurance policies, deeds, and titles affect your estate
• How heirs can be accidentally disinherited
• How proper planning may help reduce probate costs, delays, and court involvement
• Keeping financial affairs and family matters more private
• Preserving family harmony and minimizing the chance of family conflict
• Protecting your heirs’ inheritances and leaving a lasting legacy
• Why reviewing financial documents before updating legal documents matters
Where is it happening?
Event Location & Nearby Stays:
USD 0.00
