Community Corner
FREE Estate Planning Seminar
Make sure you've covered your bases or learn how to write a will and plan your estate for the first time, from experts in the field.
Has writing a will or creating an estate plan been on your to-do list for far too long? Do you have a plan, but you’re wondering if you’ve covered all the bases? Don’t let a lack of planning or know-how influence your loved ones negatively.
Ensure the financial legacy you leave behind is an intentional representation of your wishes and heart for those you love.
At this free, two-hour seminar, you’ll learn how to create a thorough and thoughtful estate plan, from a Financial Advisor, an Attorney, and a Certified Public Accountant. Topics covered will include:
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- how to create an estate planning “team”
- will writing
- determining who will help carry out your wishes
- transferring assets (to whom, how, when, etc.)
- medical authorizations
- guardianship for minors
- charitable intent
- tax control
Seminar will be held Saturday, April 25, from 10 am - noon, at Christ Community Church, 37W100 Bolcum Road, St. Charles, 60175.
For more information or to register, please visit www.ccclife.org/ffevents.
