You are invited to a Wills & Trusts Lunch & Learn on Monday, June 16th, at 12:00 PM at Vera Lee Meeting & Event Venue, 1854B E Broadway in Alton.
Join Attorney Walter Ozark and Financial Advisor Bill Kinkel for a no-cost educational lunch event focused on wills, trusts, probate, and the importance of getting financially organized before important legal and financial decisions are made.
We’ll discuss how getting organized can help families reduce confusion, avoid common estate planning gaps, and coordinate legal documents with financial accounts.
Topics include: • Wills vs. living trusts • Why a will does not avoid probate • Beneficiary forms, IRAs, and retirement accounts • How heirs can be accidentally disinherited • How planning may help reduce probate costs, delays, and court involvement • Why reviewing financial documents before updating legal documents matters • Preserving family harmony and reducing confusion for loved ones
Lunch provided. Seating is limited. No cost. No obligation.
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