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Cedar Community Seminar: Leaving your legacy | By Carrie Sturn

Washington Co., WI – Planning for your financial and family legacy can seem overwhelming, especially when talking about money which can sometimes be considered a taboo subject. Having a plan that is based on your values and goals for your family is incredibly important.

Cedar Community, Every Step

 

Join Elaine Shanebrook, retired lawyer, as she presents a special six-part Every Step with Cedar Community series on estate planning entitled Leaving Your Legacy. This educational series will help you understand your options for estate planning, while also considering your values, your family and the legacy you would like to create for future generations.

Attendees will receive educational materials at each seminar, helping you to get organized, and to think about what is important to you when it comes to planning your legacy.*

Thursday, Jan. 16
10 a.m. Grand Hall – Cedar Community, Cedar Ridge Campus, 113 Cedar Ridge Drive, West Bend​​​​​​​​​​​​​​

  • WILLS AND TRUSTS: IS A WILL ENOUGH? WHAT MAY BE THE ADVANTAGE OF A TRUST?

The advantages of trusts have been exaggerated and somewhat overblown. Only your personal advisor can tell you which technique may be best for your situation. This session will discuss and define probate and wills, the use of trusts, and the advantages and disadvantages of a trust. A review of other probate avoidance measures will be discussed, as well as the use of beneficiary designations.

Future seminar topics include:
. Tax consequences in your estate
. Charitable giving and ethical wills.

*All of the sessions will have a short presentation, and allow for group discussion and questions. None of the seminars will be a solicitation for financial gifts, nor will they offer legal or tax advice. They are informational and educational only.

Save the Date!

Annual Dr. Martin Luther King, Jr. Celebration – January 20, 2020. More details coming soon.

Annual Chili Social and Used Book Sale – January 25, 2020. More details coming soon.

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