Serving Clients Throughout Wisconsin & Illinois 

The Basics of Estate Planning: Avoiding Unintended Consequences

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The Basics of Estate Planning: Avoiding Unintended Consequences

About This Event

  • Event Type: Webinar

Like many people, you may hope to leave a legacy for your loved ones. But, without proper planning, you may not be able to protect your assets from probate and other unintended consequences. As a result, your estate may be settled in ways you did not intend. During this educational presentation, we will discuss these topics:

  • How to control who gets what, when, and how
  • The difference between a will and a trust
  • Protecting your assets from nursing home costs
  • How to save your family from significant time and legal fees by avoiding probate
  • Planning for future generations and insulating inheritances from beneficiaries' creditors, divorces, and lawsuits
  • Intestacy and how it affects estate distribution
  • How appointing only the people you choose to make medical, legal, and financial decisions will benefit you
  • Strategies to avoid tax mistakes

Event Dates