WILLS, TRUSTS, & ESTATE PLANNING
GUEST/SPOUSE ATTENDS FOR FREE
Organizer: Strittmatter Wealth Management Group, LLC
Instructors: Josh W. Strittmatter, CFP®, CRC® and Kelly Buchfink, CFP®
REGISTER TO LEARN:
The benefits and importance of having an estate plan
The differences between wills and trusts
How to plan for incapacitation, and what to do when a loved one dies
How to avoid probate and its associated costs, and minimize taxes
Strategies to protect your assets from creditors and the government
WHAT THIS COURSE INCLUDES:
Classroom Instruction and Course Textbook
Tools to Develop a Personalized Estate Plan
"Big Picture" Strategy Tools for your Personal Estate
Complimentary Estate Plan Consultation
Resuming this fall…
Click the link below to be notified when we release new course dates!
Without an estate plan you lose control of the distribution of your estate and you may incur unnecessary costs and taxes.
By attending this class, you will learn about the tools and strategies that are needed to protect your assets and give you back control over decisions that will affect you and your family moving forward.