Trusts & Estate Planning: What you need to know

Oct 27, 2020

09:00 am - 10:00 am

Zoom
Onalaska, 54650

Event Website

(608) 796-1400

You’ve heard of people putting their homes or other assets into a trust, but is a trust right for you? Will it help your heirs avoid probate, or would you be better off with strategies that will offer more tax benefits?
Join Financial Planner Mike Klauke and Attorney Emily Loe for a conversation about trusts, probate, and estate planning.
This free online event will be of most interest to retired individuals, though anyone wanting to learn more about these topics is welcome.
This event will be hosted on Zoom. To receive the event link, you must RSVP with Julie Nelson at jnelson@gruw.org