Please join Longmont Humane Society for a free educational session on planned giving! Learn from local experts in the field to assist you with wills, trusts, bequests and more!
Information:
Monday, August 11th, 12p-1p: Althaus Law presents ‘The 4 Estate Planning Documents Everyone Should Have (a/k/a You Only Die Once – Do It Right The First Time.) Do you want to keep your family out of court and save them thousands of dollars in legal fees after you pass? Learn from our attorneys at Althaus Law how to avoid the Probate process, protect your family, and get your hard-earned assets to the people you want to inherit them. You’ll learn about the main estate planning documents, strategies to avoid tax, and how to keep the government from deciding where your things go when you pass. Where there’s a will, there’s a way!
Wednesday, September 24th, 12p-1p: Weinberger Law presents: “Estate Planning 101: With Fluffy in Mind.” Come learn from local estate planning attorney Gina M. Weinberger. This will be a low-key introduction to estate planning, with specific consideration given to planning for our pets. You’ll leave this seminar with a better understanding of – -The 5 essential estate planning documents, -The difference between wills and revocable trusts, -How to effectively plan for incapacity, -How to ensure that our dependents (including spouses, children AND pets) have sufficient support in our absence, and -Your options in making efficient charitable gifts.
Monday, October 13th, 12p-1p: Jen Roberts, Edward Jones presents: Financial Planning 101 – The 4 A’s For Success. This session will be an introduction of the 4 A’s for financial planning. With the greatest wealth transfer in history occurring, get ready to learn how to inherit and invest wisely.