2019 Estate Planning Informational Sessions

09/25/2019 by Diana Dalsin

Join us for National Estate Planning Awareness Week on October 21 to 27 and learn what estate planning is and why it is such a vital component of financial wellness for you and your family. Estate planning is an often overlooked element of financial wellness.

That’s why Bridging is hosting FREE estate planning presentations at both locations in October, provided by local Larkin Hoffman attorneys Mike Smith and Patrick Kratz, who are volunteering their professional services. In addition to estate planning, Mike advises clients in the areas of business and succession planning, benefits and compensation, estate and trust administration, taxation, professional practices and closely held businesses.

Patrick advises clients on matters involving tax law, estate planning, wills and trusts, as well as a wide range of business-oriented issues and in structuring complex business transactions and arrangements. He focuses his practice on wealth transfer planning and preservation, business succession planning, entity formation and structuring, and mergers and acquisitions.

With many Planned Giving options available, you can provide a lasting gift and help Bridging furnish homes with hope today… and tomorrow.

Please join us for a FREE 1-hour informational session:

  • Roseville: Tuesday, October 22,  8:00 a.m. – 9:00 a.m.
  • Bloomington: Wednesday, October 23, 8:00 a.m. – 9:00 a.m.
  • Refreshments will be available

Learn more about:

  • Estate taxes – Do you need to be concerned?
  • Incapacity planning – Why you should have a power of attorney and a health care directive.
  • Probate – What it is and how to avoid it.

Please RSVP by October 18 to reserve your spot! Maggie Mau, email: maggie.mau@bridging.org or call: 952.888.0777

 

 

Donate Help bridge the gap between those who have and those who have not

Whether it’s $1.00 or $1 million, it all makes an impact on our mission! All donations are tax-deductible and are a vital part of our life-enhancing work.

Donate