A Well Executed Estate Plan

3245 Lighthouse Lane,West Bend WI 53090

16 March, 2022

Description

Join us to discuss important topics outside of estate planning and how they can reinforce and compliment a well-executed estate plan. Hello All: I have been blessed with the opportunity to present many Lunch and Learns with Client First. During these presentations, I have covered all aspects of estate planning, from Powers of Attorney, Wills, Trusts, and Probate. The goal of estate planning is simple: to make the process of death or incapacity as easy as possible. But, there are many other topics outside of estate planning that complement estate planning. In March, I want to discuss these other areas, while simultaneously reinforcing the critical aspects of a proper estate plan. Specifically, I will speak to the importance of life insurance, selection of guardians for minor children, banking considerations, long term care insurance, funeral trusts, and selecting an assisted living/nursing home. Each of these areas reinforce the well-executed estate plan and vice versa. I encourage you to attend this seminar to learn more about the "friends" of estate planning and how they play nicely with each other. I hope to see you all there! FREE Estate Planning Insights, Wednesday, March 16th. Seating is limited as physical distancing recommendations will be in place. Please click button to reserve your seat. What: Eat good food, learn about important insights into Estate Planning Where: The Columbian (3245 Lighthouse Lane, West Bend, WI 53090) When: Wednesday, March 16th | 12 Noon -or- 6:30pm (doors open 30 minutes prior) Feel free to invite a guest. Space is limited, to reserve your seat as soon as possible, please click the button. Helping you properly estate plan, Rob Melick, Attorney