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Is Your Estate In Order?

When:
Friday, October 24, 2014, 12:00 PM until 2:00 PM
Where:
Westmorland/Nakoma Rooms at Oakwood Village
6205 Mineral Point Road
Madison , WI  53705

608-230-4321
Additional Info:
Category:
SAIL Educational Event
Registration is required
Payment in Full In Advance Or At Event
 

Join Axley Attorney Melissa Warner who has over than 10 years of experience in Estate Planning & Probate, on October 24, 2014 for an overview of estate-planning documents (Wills, Trusts, Powers of Attorney, etc). In this two-hour session, Attorney Warner will discuss what an estate plan is, why estate plans are important, when/how often to update your estate plan, how to incorporate charitable giving, and the importance of discussing an estate plan with family.

 
A complimentary book Info For My Family will be included in the session that helps individuals collect and record important personal information that is often times difficult for family to gather on their own. Attorney Warner will be joined by Ann Casey from the Madison Community Foundation for the second half of the presentation.