Door County residents are invited to a free seminar designed to help individuals organize their estate plans and prepare for medical health emergencies.
“Planning for What Matters: Organizing Your Estate Plan” will be offered twice:
- Tuesday, Sept. 29, 10 to 11:30 a.m. at the Sturgeon Bay Yacht Club in Sturgeon Bay
- Tuesday, Oct. 6, 10 to 11:30 a.m. at Birch Creek Music Performance Center in Egg Harbor
The series is hosted by retired estate planning attorney Robert A. Ross Jr., who will discuss the often-overlooked details of estate planning.
A seasoned presenter, Ross manages to talk about the seriousness of the subject matter while keeping the mood light, entertaining, and memorable. During his legal career, Ross specialized in estate planning and administration, business succession planning, charitable giving and retirement planning. He is a Fellow of the Estate Planning Institute of Collaborative Resources (EPICOR) and a frequent speaker and consultant for charitable and professional organizations.
This informative seminar will focus on helping participants organize their estate plans before a major medical event or other crisis occurs. Topics will include:
- Essential documents to have in place before a major medical event
- Where important estate-planning documents should be kept
- Choosing financial and healthcare powers of attorney
- Reviewing beneficiary designations
- Protecting IRAs and other assets
- Ensuring personal wishes are known and honored
The seminar is the first in the “Planning for What Matters: A Life & Legacy Series,” which plans to continue with additional topics designed to help individuals and families make thoughtful, informed decisions about their estates and legacies. Slated future topics include:
- Avoiding Common Estate Plan Mistakes
- Incapacity Protection
- Leveraging Retirement Assets
- Aligning Assets with Values
- Protecting your Family’s Inheritance
Spots are limited, so secure your seat today.
