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Estate Planning

If you're considering a will, trust, or another estate plan solution, the best way to decide your situation is to be armed with the facts. We welcome you to join us for this complimentary educational seminar!

GET ANSWERS TO YOUR QUESTIONS

  • What's a Will? Trust? Powers of Attorney? Health Care Directive?

  • How can loved ones avoid the costs, effort, and time delays of Probate Court?

  • How do I have the correct legal documents at the right time?

  • How can I protect my heirs from frivolously spending their inheritance?

  • What are the do's and don'ts for transferring my assets (including my home or farm)?

  • Can I avoid family arguments over my belongings and keepsakes?

  • and more...

With Jay Kadlec Financial and Estate Planner, Chalk Money

Click here to sign up online through SignUp Genius.

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Curated European Travel for Small Groups

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April 21

Financial Advisor