Free Estate Planning Seminar: Wills vs. Trusts | Oshkosh

Free Estate Planning Seminar: Wills vs. Trusts | Oshkosh

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Free

    Location

    Culver Family Welcome Center

    625 Pearl Ave

    Ballroom A

    Oshkosh, WI 54901

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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 Culver Family Welcome Center in Oshkosh 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.

    Prefer to learn online? Check out our virtual events: EstatePlanningLive.com

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