Come to one of our next workshops:
Wednesday, June 5th at 10:00am
Wednesday, June 19th at 5:30pm
Wednesday, July 17th at 5:30pm
Complimentary Estate Planning Workshop
This workshop is taught by Attorney Doug Ley.
We offer the Protect Your “Stuff” in 3 Easy Steps complimentary workshop to answer the most common questions about estate planning. We’ll teach you how everything fits together and sort the facts from fiction. If you know you need estate planning but don’t know where to start, start here.
What will I learn?
Do you have a plan, or just documents?
There is more to estate planning than many people realize. At the workshop you will learn that having documents is not the same as having a plan. You get a plan by personalizing your documents with your voice. Only then will your estate plan accomplish your goals and protect your family if something should happen to you.
Answers to Common Questions
What is probate, and should you avoid it?
What is the difference between a will and a trust?
What is the difference between a power of attorney, healthcare power of attorney, and a living will? And which one do you even need?
Should you worry about estate and gift taxes?
Will it take 60 months for my “stuff” to be safe from Medicaid?
How can you give money to disabled family members without endangering their government benefits?
Should you just give your “stuff” away to family, kids, friends, or others?
What are your options to pay for long-term care?
Why is it important to maintain your plan after you’ve completed the documents?
Why do most estate plans not work?
What should I expect?
The workshop is 2 hours.
It won’t cost you anything.
It will be taught by Attorney Doug Ley.
You will learn through lots of stories and examples.
You will have some fun, learn a lot, and the time will fly.
You will enjoy complimentary Mocha Moment coffee and muffins.
At the end of the workshop, you’ll fill out an evaluation and tell us if you’d like to schedule a one-on-one meeting.
Who Should Come With Me?
Bring anyone who is interested.
If you are married, it’s best to bring your spouse. You may want to bring other family members, friends, relatives, coworkers, or even your accountant or financial advisor. Our team approach starts at the workshop. You will find your planning is much more comprehensive and everyone is on the same page.
What do I need to bring?Yourself. That’s it. We will provide everything you need, including a pen and paper for notes.
We also provide coffee, water, and delicious treats from Mocha Moment.
Where is the workshop?
1 Parker Place
Janesville, WI 53545
Call us to register or ask a question.