Why Traditional Estate Planning is Failing People and What to Do About it.

Type: seminar Date: May 8 Time: 10:00 AM - 12:00 PM Venue: One Financial Place, 8215 Greenway Blvd, Middleton, WI 53562,

This Seminar will cover what every estate plan should have and how you can include a lasting and meaningful legacy with it. "It's NOT always about the money!" We will also address how to protect your beneficiaries in divorce, lawsuits and financial decisions. Whether you have a Will, Trust or no plan at all, you will benefit from this information. Don't forget to bring your family, friends and successor trustees so they too can learn more about the intricacies and importance of a proper estate plan and how to safeguard their "legacy" for future generations.

Event is due and cannot be registered at the moment