Join us on Wednesday, June 30 at 5:00 pm for a wine tasting and Estate Planning Education covering:
1. Why you need an estate plan, even if you aren't rich (And, how it may be even more important for families of modest means).
2. The 3 things your estate plan must include to keep your money out of the hands of the government (and almost certainly doesn't right now, even if you've worked with a lawyer).
3. How often your Will or Trust needs to be reviewed and updated to ensure they work and don't become a pile of expensive and useless paper in your desk drawer.
4. What estate planning should cost and who pays the cost of "too cheap" plans.
Where: Vino Third Ward, 219 E Erie Street, Milwaukee, WI 53202
Seating is strictly limited, so register today! Tickets are $15 per person.
© 2021 Trinkl Estate Planning, S.C.