Upcoming Seminars

Wills vs Trusts

2 PM Session

Wednesday, June 19, 2019
D.J. Bordini Center
Located at: 5 N Systems Dr., Appleton

Register Now

6 PM Session

Wednesday, June 19, 2019
D.J. Bordini Center
Located at: 5 N Systems Dr., Appleton

Register Now

Can't make it this time? Check out our upcoming events

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.