Keeping the Scary out of your Estate Planning

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

REGISTER

Wills, trusts, and taxes, oh my! It’s no secret that estate planning can be a daunting task. With so many things to plan for, it can be hard to know where to start and how to avoid hair-raising mistakes.

In this complimentary seminar, we’ll cover the ins-and-outs of estate planning and how to avoid ghoulish surprises through careful planning. Join us to stay up to date on key estate planning topics, including wills, trusts, power of attorneys, and more! Presentations include:

How capacity comes into play with powers of attorney

• Presented by Christopher Schmidt

Consequences of failing to plan

• Presented by Rob Hameister

The difference between wills and revocable trusts

• Presented by Thomas Vercauteren

What fiduciaries are and how they could help you

• Presented by Paul Schmidt

The latest tax considerations in estate planning

• Presented by David Weller

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 October 6, 2023.