ESTATE PLANNING BASICS *WI RESIDENTS*
February 25th at noon
We invite you to join our upcoming virtual seminar on estate planning, hosted by our trusted Wisconsin attorney, Bridget Finke of Valley Crossing Law. Whether you have an estate plan or are just getting started, this session will provide valuable insights tailored for you. Note: this seminar is for WI residents.
During the seminar, you’ll learn:
- What is estate planning?
- Why should I have an estate plan?
- What documents do I need?
- How do I get started with an estate plan?
- Can I avoid probate without using a trust?
- Will my estate be taxed? Will my heirs be taxed?
Medicare 101
HAVE QUESTIONS ABOUT MEDICARE? YOU’VE COME TO THE RIGHT PLACE!
Have you found yourself buried in questions only to feel more confused after talking with friends? The transition to Medicare can be complex and even a little intimidating. Because every individual’s situation is unique, getting clear, personalized guidance is key.
This is why we are hosting a Medicare 101 session every month. This one hour high-level session will help answer these common questions:
- When and how do I start applying for Medicare?
- What are the different parts of Medicare and why are they all important to have?
- What’s the best plan in my area?
- How expensive is it?
- What are my options if I’m over 65 and still working?
- What happens if I moved out of my plan area?
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