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Free Estate Planning Seminar: Wills vs. Trusts | Appleton

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D.J. Bordini Center

5 N Systems Dr

Appleton, WI 54912

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This is truly an educational session. Join us for a thought-provoking discussion of the basics of estate 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: EstatePlanningLive.com

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Date and time

Location

D.J. Bordini Center

5 N Systems Dr

Appleton, WI 54912

View Map

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Organizer Hooper Law Office, LLC

Organizer of Free Estate Planning Seminar: Wills vs. Trusts | Appleton

The attorneys at Hooper Law Office practice solely in the areas of Estate Planning & Elder Law and are accredited by the Department of Veterans Affairs.

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