Estate Planning Essentials: Wills, Trusts & Protecting Your Family

Bill Kinkel

Learn how wills, trusts, beneficiary forms, and financial organization work together to help protect your family.

Bethalto Senior Citizens Center

Estate planning is about more than having a will or trust. It is about making sure your legal documents, financial accounts, beneficiary forms, property titles, and family instructions all work together when they are needed most.Join Bill Kinkel of Genesis Wealth Management and Attorney Walter Ozark of Ozark Law Firm for an educational presentation designed for retirees, pre-retirees, families, and business owners who want to better understand the estate planning process.During this session, we will discuss:• The difference between a will and a trust • Why a will does not necessarily avoid probate • Common estate planning mistakes families make • How beneficiary designations can override your will • Why retirement accounts, life insurance, deeds, and account ownership matter • The documents every adult should consider having • The first step before meeting with an estate planning attorney • How getting organized may help reduce confusion, delays, and family conflictThis presentation is designed to help you better understand how estate planning and financial organization work together to help protect your family and preserve your wishes.Registration is required, and seating is limited.This event is for educational purposes only and should not be construed as legal, tax, or investment advice. Please consult your attorney, CPA, and financial professional regarding your specific circumstances

Estate Planning Essentials: Wills, Trusts & Protecting Your Family

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Estate Planning Essentials: Wills, Trusts & Protecting Your Family

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