Free Estate Planning Seminar: Wills vs. Trusts | Oshkosh

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