Putting important aspects of our lives in order helps provide a sense of peace and freedom. The FREE Family Estate Planning Series is an eight-week “course” of 90-minute classes taught by area guest speakers.
Each week offers a different attorney or other expert, so you can learn about the fundamentals of estate planning; wills, probate and trusts; health care directives; information stored digitally; and other essential topics.
You’ll receive a full binder of reference and planning materials to guide you in achieving
that peace of mind for yourself and your family.
Participants are asked to commit to the eight sessions, as each one complements the others.
Sept. 7 Quiz, Wills Planning Guide Overview (Kurt Mische)/Fundamentals of Estate Planning (Nicole Vance)
Sept. 14 Wills, Probate and Trusts (Kevin Walsh)
Sept. 21 Responsibilities of Fiduciaries, Executors & Successor Trustees (Mark Dreschler)
Sept. 28 Benefits of Trusts (Jason Morris)
Oct. 5 Power of Attorney, Health Care Directives, DNR’s & Ethical Wills (Steven Tackes)
Oct. 12 Planning for Digital Assets (Luke Welmerink)/Customizing Your Planned Giving (Jamie Klund)
Oct. 19 Wills Planning Guide Review (Kurt Mische)
For reservations or questions, call the Community Foundation at 775-333-5499 or email Jamie Klund at email@example.com.
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