25 April
Educational Series: Wills & Trusts Planning - Knowing What's Right For You

Description

Going through the exercise to establish a plan in the case of your own incapacity or death is one of the most important things you can do for your loved ones. Do you have a will? What are your wishes for end of life planning? What happens to your assets upon your passing? These are tough questions - but crucial ones, to help lesson the burden on your loved ones during an already difficult time. 

Join us for a free event as we dive into the basics of wills & trusts planning. Featuring guest speaker, attorney Eric Christoffersen, from Grams & Christoffersen, S.C.

Topics we'll cover include:

  • Wills verses trusts
  • Other estate planning directives 
  • Common estate planning mistakes 

Hors d'oeuvres and light refreshments will be served.

*McFarland Investment Center, Grams & Christoffersen, S.C., and LPL Financial are not affiliated. 


Date and Time

Tue, Apr 25, 2023

5:30p - 6:30p CST

Location

Cheesers Lokal Market

183 E Main Street
2nd Floor Venue
Stoughton , WI 53589
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