Estate Planning Basics

Estate Planning Basics

Date and Time

Wednesday Sep 8, 2021
3:00 PM - 5:00 PM CDT

Location

Willowbrook Place
205 Green Bay Rd.
Thiensville, WI 53092

Contact Information

Jennifer Hyler
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Description

Jasen Wealth Advisors

  • Estate Planning (Living Will, etc.)
  • Advanced Directives (Durable Power of Attorney, Life Sustaining Treatment, DNR, Organ Donation)
  • Associated costs and staying out of probate process
  • Availability to an attorney firm for specific questions
Medicare/ Health Insurance with Kari Wick
  • Types of Plans and Coverage
Schmidt & Bartelt Funeral Home -Mequon
  • Cremation & Burials
  • Traditional Funerals
  • Pre-arrangements
  • Benefits
Space is limited, please RSVP to reserve your spot!

Refreshments & Pastries will be provided by Fiddleheads Coffee!

 

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