Seminar – LP
Will you lose all of your money and assets to
How to Protect Your Assets and Provide for Your Loved Ones?
Legacy Wealth Planning In-Person Seminars
Join us for an upcoming educational seminar where we will share helpful information on long-term care planning, medicaid planning, estate planning and protecting your family’s future.
Our next seminar dates will be announced soon. Please check back for updates.
Contact Us for more information.
Are you ready to begin making decisions that will protect your independence and ability to stay in control if you get sick or need long-term care in the future?
Join Attorney Sadie Minobe for a special presentation! You will learn how legal strategies can be implemented to make your wishes known, keep peace in your family, and ensure that life is as easy as possible for your loved ones, no matter what happens.
Who Should Attend This In-Person Seminar?
If you don’t currently have a plan in place to protect your family and assets… or if it’s been at least three years since you’ve last looked at your old estate plan.
On this seminar you will learn:
- The advantages and disadvantages of both Wills and Trusts.
- How to keep your affairs private and your loved ones out of court if you become disabled and can’t speak for yourself. (Hint: Not all Powers of Attorney are valid!)
- Steps you can take now to help your family avoid the expensive and time-consuming legal processes of probate. (Question: Did you know a Will has to go through probate?)
- How to help your heirs minimize or possibly avoid the estate tax after your passing.
- Legal strategies to protect your children’s inheritance from being seized if they get divorced, sued or file bankruptcy in the future.
- How to preserve your estate for your children should you pass away and your surviving spouse remarries. (Without a plan, your family’s inheritance could legally go to the new spouse.)
- How parents (and grandparents!) of children with special needs can plan for a lifetime of care without jeopardizing eligibility of important government benefits like Medicaid or Supplemental Security Income (SSI).
We look forward to seeing you!
Be sure to participate with your spouse, or feel free to invite a friend.
Stephanie Thompson
As the owner of Krueger Hernandez & Thompson SC it is Stephanie’s mission to address each client’s goals for their estate plan. By identifying their wishes and concerns she can educate, guide, and counsel on the different tools and options that will effectively and efficiently accomplish those goals. Stephanie is a proud member of the American Academy of Estate Planning Attorneys, the Wisconsin Bar, Dane County Bar Association and Sauk County Bar Association.
Sadie Minobe
Sadie Minobe, Esq., is an exceptional estate planning attorney whose diverse background, commitment to her clients, and passion for community engagement set her apart in the legal field. With an innate ability to understand her clients’ unique circumstances, Sadie tailors estate plans that safeguard assets, minimize tax implications, and ensure a smooth transfer of wealth to future generations.
