Wills vs. Trusts | Free Estate Planning and Long-Term Care Planning Seminar
Schedule
Wed Sep 14 2022 at 02:00 pm to 08:00 pm
Location
D.J. Bordini Center | Appleton, WI
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This is truly an educational session. Join us for a thought-provoking discussion of the basics of estate and long-term care planning.About this Event
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:
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Where is it happening?
D.J. Bordini Center, 5 N Systems Dr, Appleton, United StatesEvent Location & Nearby Stays:
Tickets
USD 0.00