Pete Falstad, CFP and Attorney Michael Fenger are presenting a joint seminar on Estate Planning via ZOOM on Wednesday, April 28 at 12:00pm CST. The free virtual seminar is designed to help you manage and preserve your assets while you are alive and to conserve and control their distribution after your death according to your goals and objectives. But what estate planning means to you specifically depends on who you are. Your age, health, wealth, lifestyle, life stage, goals, and many other factors determine your particular estate planning needs. For example, you may have a small estate and may be concerned only that certain people receive particular things. A simple will is probably all you’ll need. Or, you may have a large estate, and minimizing any potential estate tax impact is your foremost goal. Here, you’ll need to use more sophisticated techniques in your estate plan, such as a trust. Join the seminar to learn more about what you need to know now.
To register contact Michael Fenger (email@example.com) at the law office of Allison & Mosby-Scott.
For a consultation regarding estate planning please call 309-662-5084. The experience & expertise of Allison & Mosby-Scott attorneys can help you preserve & protect your assets.