Jared Koch & Meg Sheely Present “Protecting Your Pot of Gold”
Protecting Your Pot of Gold by Securing Your Legacy and Shielding Your Assets
Most people spend a lifetime building their "Pot of Gold"—their home, savings, investments, and family heirlooms. But without a clear plan, a significant portion of that treasure can be lost to taxes, legal fees, disputes, and probate delays.
Join us for an engaging and informative seminar where we demystify estate planning. We’ll move past the complex "legalese" to provide you with practical, actionable strategies to ensure your assets go exactly where you want them to, when you want them to.
What We’ll Cover:
The Myths of Probate: Why "having a Will" might not be enough to keep your family out of court.
The Power of Trusts: Exploring how Living Trusts can provide privacy, control, and tax efficiency.
Planning for the Unexpected: Essential documents like Healthcare Directives and Powers of Attorney that protect you while you’re still here.
Legacy Preservation: Tips for passing down non-monetary assets and family values.
Who Should Attend?
Whether you are just starting to build your nest egg, nearing retirement, or looking to update an existing plan, this seminar is designed for anyone who wants to ensure their loved ones are provided for and their hard-earned assets are protected.
Date: Monday, March 16th
Time: 11:00 am to 12:00 pm
Where: VINE - 421 E Hickory St, Mankato
Presented by Attorney Jared Koch and Meg Sheely.
Jared Koch is an attorney with Blethen Berens, where he focuses on estate planning, probate, and incapacity planning. He works closely with individuals and families to create estate plans tailored to their needs and to guide them through complex decisions with clarity and care. Jared also assists clients with guardianship and conservatorship matters, helping ensure long-term support and protection for loved ones. Learn more about Jared and his practice here.
Meg Sheely is an attorney with Blethen Berens focusing her practice on estate planning, business and family law. By engaging in creative planning and client collaboration, Meg develops highly personalized plans to fit her client’s needs and plan for their future. Learn more about Meg here.
Register
Registration is recommended as space is limited. Register by calling VINE at 507-387-1666 or by visiting vinevolunteers.org and click on Online Registration.