Upcoming Estate Planning Seminar: Securing Your Legacy and Shielding Your Assets

Most people spend a lifetime building their estate with their home, savings, investments, and family heirlooms. But without a clear plan, a significant portion of their assets 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: May 7th
Time: 11:00 am to 12:00 pm"
Where: St. Peter Community Center
Presented by: John Christian and Jacqueline Tousley-Adelman
Registration: Lunch will be provided so registration is required. Register through the St. Peter Community Recreation Center. Link coming soon.

John Christian is an estate planning attorney at Blethen Berens. He is committeed to helping his clients form creative plans to help achieve their goals in the most efficient and effective manner possible.

Jacqueline Tousley-Adelman is an estate planning attorney at Blethen Berens. Jacqueline likes to educate and help clients plan around and address potential problems before they arise. She strives to guide clients to effective and efficient resolutions with the goal of avoiding the time and expense of litigation.