How to Preserve Family Wealth: An Overview of Trust & Estate Planning
Date and Time
Wednesday Mar 19, 2014
7:00 PM - 8:00 PM CDT
Wed., March 19, 2014
7:00 - 8:00 p.m.
Location
Cary Area Public Library
1606 Three Oaks Rd.
Cary, IL 60013
Fees/Admission
Free: registration required. Register in person, by phone (847) 639-4210 or online www.caryarealibrary.info.
Website
Contact Information
Contact Library Staff during regular hours (847) 639-4210.
Hours: Mon. - Thurs., 9 am - 9 pm; Fri. & Sat., 9 am - 5 pm; Sun., 1 pm - 5 pm
Description
The decisions you make to safeguard family wealth will affect generations to come. Learn the basics of trust & estate planning, decide if probate is worth avoiding and hear some advanced strategies to pass wealth to future generations. Begin to understand how current legislation will affect your estate, reduce or eliminate estate taxes, expenses, court problems and delays with trust & estate plans. How will health care directives and other decisions be made and by whom? And will your trust & estate plan and other end of life directives carry out your wishes? Join Financial Advisor and CDFA Graham Craig for crucial information on how to begin the process of thinking about your finances, your legacy and your estate plan. Registration is required and begins at 9 a.m. on Feb. 21, 2014.
