Elect to Have an Estate Plan

Part of our complimentary Bagels & Coffee with Boardman Clark series at Alliant Energy Center.

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The estate plans of historical US presidents and politicians have run the gamut from commendable to tragic.

Some died without a plan, while others planned so meticulously that their assets continued to help causes near to their hearts for hundreds of years. In this complimentary seminar, we’ll cover the importance of estate planning and go over tips for how you can avoid some of the notorious estate planning mistakes of our founding fathers.

Topics + Presenters

• The difference between wills and revocable trusts | Tom Vercauteren
• The latest tax considerations in estate planning | David Weller
• What powers of attorney can (and can’t) do | Chris Schmidt
• Consequences of being without a will | Rob Hameister
• The best ways to transfer IRAs and other beneficiary driven assets | Stella Furlano

Join us in-person

Join us at the Exhibition Hall of the Alliant Energy Center – located at 1919 Alliant Energy Center Way in Madison. Family members are encouraged to attend. Please register by September 20, 2024.

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