For General Public

This is truly an educational session. Join us 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 want to learn how the 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:
  • The effect of the new Federal Estate Tax law change on every estate plan.
  • How to provide for your own care and well-being, and that of your loved ones even if you become incapacitated.
  • The pitfalls of joint ownership, especially with family members and how beneficiary designations might invalidate your will.
  • How you can protect your children's inheritances from predators, greedy non-family members, and bad marriages.
  • How veterans or their spouses can receive money to pay for medical expenses.
  • Why signing your home over might be a HUGE mistake.
  • How planning in advance can help you and your spouse readily afford quality care.

There is no charge for this seminar, but seating is limited. Please register below or by calling 920.993.0990.

Will vs Trusts - 2 PM Session
Wednesday, May 9, 2018
Neville Public Museum
Located at: 210 Museum Place, Green Bay, WI 54303

Will vs Trusts - 6 PM Session
Wednesday, May 9, 2018
Neville Public Museum
Located at: 210 Museum Place, Green Bay, WI 54303

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926 Willard Drive, Green Bay, WI 54301
| Phone: 1-800-794-5548
2 Systems Drive, Appleton, WI 54914
| Phone: 920-993-0990
3475 Omro Road, 100, Oshkosh, WI 54904
| Phone: 800-794-5548

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