Subject: Seminar
Title: Challenges in Estate Planning

Tuesday October 19th, 6:00pm
Please arrive at 5:30pm for appetizers and refreshments

3041 N Mayfair Rd.
Milwaukee, WI 53222

Ensuring that you have proper Estate Planning documents in place is a crucial part of the overall planning process. Trusts, Wills and Powers of Attorney documents can make the difference between a smooth, private transition of assets to the next generation and spending hundreds, if not thousands, on sending an estate through probate.

You probably know someone who has gone through this process, perhaps yourself.  This 60 minute informational seminar focuses on the differences between different types of Trusts, Powers of Attorney and how they can benefit you and your loved ones.  Other topics that will be covered include how to prevent nursing home spend down and Living Wills.

Join Kim Steinbrenner (CRPC) and Attorney David Watson for this informational seminar and please feel free to bring any questions that you may have regarding your own situation.

Coffee and light appetizers will be served.

Introduction - Jim Steinbrenner, President 

Part 1: Discuss Powers of Attorney 

  • PoA - Legal & Financial: what is it? 
  • PoA - Healthcare: what is it? 

Part 2: Discuss Probate 

  • What is probate court? 
  • Why should you avoid it? 

Part 3: Discuss Trusts 

  • What are the benefits of creating a trust? 
  • What are the components that make up a trust? 

Register to attend this free seminar today!