You and a guest are invited to join us at Madison College, Truax Campus, Health Education Building for an informative workshop on Estate Planning!

Estate Planning
What It Is, and Why It's Essential

A complimentary live in person workshop designed to help families create an estate planning strategy for their unique goals and needs.

Estate Planning Workshop @ Madison College, Truax Campus, Health Education Building

Thursday, July 25th
2:00 PM

Madison College, Truax Campus
Health Education Building
1705 Hoffman St
Madison, WI 53704

Parking Instructions: Attendees should enter the parking lot from Hoffman Street and enter # followed by 9959 to access the lot.

We will discuss the following:

Planning For Everyone

Estate planning is not only for the wealthy - everybody can benefit from ensuring their assets and finances are properly taken care of after their death.

Avoid Unnecessary Taxes & Fees

Without the proper planning in place, your kids and your wealth may be exposed to taxes & probate fees that could be reduced or even eliminated.

Legal Safeguards

Avoid a court administered guardianship and make sure your family members or trusted friends have the legal rights to carry out your wishes.

Why we created this workshop:

Estate planning is for everybody, not just the wealthy. Without an appropriate estate plan, friends and relatives can spend a lifetime (and their life savings) battling over your assets.

It can be intimidating, but it is a necessary step in ensuring that your assets end up where you want them, without the interference of the IRS or third parties.

During this informative workshop you will receive the valuable information you need in order to make an informed decision on how to set up your coordinated estate and tax plan and to make sure your best interest and wishes are carried out.