Slideshow image
Save to your Calendar

Peace of Mind: Estate Planning Essentials

You are invited to a Will & Estate Planning Presentation

Sunday, March 23

12:30pm Light Lunch available | $10 per person

1:00pm FREE Presentation

Presentation by Mary Lynn Huizinga, Estate Advisor with Advisors with Purpose.

According to a Forbes study, 70% of estates fail to achieve their intended goals for a variety of reasons. Good planning can make a big difference. Estate planning is for everyone. Whether you've never had a Will or simply need an update of your current one, this presentation is for you.

Presentation will include:

  • Choosing an Executor and Power of Attorney
  • Communication with your heirs
  • Planning for children with exceptionalities
  • Incomplete tax strategies
  • Difficult family situations
  • Trust planning for incapable heirs

Registration

Please register by midnight on Tuesday, March 18.