Do your parents have an Estate Plan? Are they turning to you for help? What do you need to know before inheriting it? Do YOU have an Estate Plan?
Free Dinner & Estate Planning Basics Seminar in Litchfield.
An estate plan is a map of how you want your personal and financial affairs to be handled in the future. An effective estate plan can help ensure that your family’s
financial needs will be taken care of, and that your personal wishes will be carried out in the matter you intended. It’s a critical part of your overall financial plan.
In this seminar on Estate Planning Basics, you’ll learn:
· Why you need an estate plan.
· Strategies to plan for incapacity, including special health care directives.
· Wills, trusts, and life insurance.
· Key tax basics, including an overview of the federal gift tax, estate tax, and generation-skipping transfer tax.
You’ll also receive a free workbook created just for this presentation. The workbook contains key information, worksheets and questions to help you remember important points from the seminar.
WHEN and WHERE:
Tuesday May 5, 2015
6:00 pm to 8:00 pm
Peter’s on Lake Ripley
405 West Pleasure Drive.
Litchfield MN 55355
This FREE seminar will help answer some of your questions and more. Space is limited, RSVP by May 1, 2015.
EVERYONE has an estate. If you own property or assets, you have an estate.
Directions: Please R.S.V.P. by May 1, 2015 at 320-593-2846. Bring your appetite for free dinner and friends to attend with you.
Thrivent Financial. Connecting Faith and Finances for Good.