You and a guest are invited to join us at Waukesha County Business Alliance for an informative workshop on Estate Planning!

Estate Planning: What It Is, 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 @ Waukesha County Business Alliance

Monday, June 24th
1:00 PM

Waukesha County Business Alliance
2717 N Grandview Blvd, Suite 300
Waukesha, WI 53188

TO GET TO THE SUITE: Park in the large lot behind the building. Enter through any door. Take the elevator in the atrium to the 3rd floor.

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.