Estate Planning Seminar

Learn how to determine your life, legacy and estate objectives and the documentation needed to carry out your wishes. This free seminar is hosted by fellow parishioners and estate planning experts, Larry Houff, CPA and Robert Williams, Attorney. They will uncover the mystery behind wills and living wills, revocable living trusts, financial powers of attorney, health care surrogates, how to hold title to your property, beneficiary designations for retirement plans and life insurance, charitable bequests, how to minimize income and estate taxes and when to use other estate planning tools. You do not need any prior financial experience to attend this seminar. Come with your questions and leave with the knowledge of how to plan your estate the way you desire. This seminar is not a sales presentation and there is no obligation to purchase any product or service. It is purely educational. Refreshments will be served.