Estate Planning 101

The event will be held in the Social Security Administration Building. Join us for a FREE educational estate planning event hosted by Wilkinson Law Group and Fairway Mortgage. Bethany Gerdes Fountain of Wilkinson Law Group, and Daniel Harkins of Fairway Mortgage will lead the event. 

Are you thinking about the estate planning process but want to know more? Maybe you already have an estate plan, but has your situation changed? Join us for a free seminar and learn more about the estate planning process and what you can do to protect your assets. Our seminars are designed to help you understand the legal process and provide you with good, honest advice for moving forward.

Topics We'll cover

• Intestacy: What happens when you don't plan?
• Probate vs. non-probate property
• Do you need a Trust?
• Taxes: The "Death Tax" and Stepped-up Basis
• Planning for the nursing home
• Powers of Attorney & why you need them
• Our recommended estate plans

Questions? Call Bethany at 608-571-5073