Events
Estate Preservation for the Next Generation Watch Party
Our team is committed to helping you plan for your future—and the future of those that you care most about. Better prepare yourself for the “what-ifs” in life by joining us as we address:
• Essential estate preservation documents you should have.
• What is the purpose of a will?
• Estate taxes and annual gifting limits.
• What is the probate process?
• Advantages of naming beneficiaries on your accounts.
• The Secure Act 2.0 and how it impacts your family.
• Concerns about how to protect your assets.
• Long-term care: Costs and options.
• Effects of income taxation upon death.
This educational event is designed for our clients and their adult beneficiaries to help address their concerns about aging parents. We encourage you to invite any or all of your beneficiaries to attend. No products will be sold.
Your hosts:
Michele Westmaas, Financial Advisor
Eric W. Bilger, FIC, Financial Advisor
James M. Bilger, FIC, Financial Advisor
Estate Preservation for the Next Generation Watch Party
Our team is committed to helping you plan for your future—and the future of those that you care most about. Better prepare yourself for the “what-ifs” in life by joining us as we address:
• Essential estate preservation documents you should have.
• What is the purpose of a will?
• Estate taxes and annual gifting limits.
• What is the probate process?
• Advantages of naming beneficiaries on your accounts.
• The Secure Act 2.0 and how it impacts your family.
• Concerns about how to protect your assets.
• Long-term care: Costs and options.
• Effects of income taxation upon death.
This educational event is designed for our clients and their adult beneficiaries to help address their concerns about aging parents. We encourage you to invite any or all of your beneficiaries to attend. No products will be sold.
Your hosts:
Michele Westmaas, Financial Advisor
Eric W. Bilger, FIC, Financial Advisor
James M. Bilger, FIC, Financial Advisor
Estate Preservation for the Next Generation Watch Party
Estate Preservation for the Next Generation Watch Party
form
97045
RegisterOur team is committed to helping you plan for your future—and the future of those that you care most about. Better prepare yourself for the “what-ifs” in life by joining us as we address:
• Essential estate preservation documents you should have.
• What is the purpose of a will?
• Estate taxes and annual gifting limits.
• What is the probate process?
• Advantages of naming beneficiaries on your accounts.
• The Secure Act 2.0 and how it impacts your family.
• Concerns about how to protect your assets.
• Long-term care: Costs and options.
• Effects of income taxation upon death.
This educational event is designed for our clients and their adult beneficiaries to help address their concerns about aging parents. We encourage you to invite any or all of your beneficiaries to attend. No products will be sold.
Your hosts:
Michele Westmaas, Financial Advisor
Eric W. Bilger, FIC, Financial Advisor
James M. Bilger, FIC, Financial Advisor
Estate Preservation for the Next Generation Watch Party
Estate Preservation for the Next Generation Watch Party
form
97046
RegisterOur team is committed to helping you plan for your future—and the future of those that you care most about. Better prepare yourself for the “what-ifs” in life by joining us as we address:
• Essential estate preservation documents you should have.
• What is the purpose of a will?
• Estate taxes and annual gifting limits.
• What is the probate process?
• Advantages of naming beneficiaries on your accounts.
• The Secure Act 2.0 and how it impacts your family.
• Concerns about how to protect your assets.
• Long-term care: Costs and options.
• Effects of income taxation upon death.
This educational event is designed for our clients and their adult beneficiaries to help address their concerns about aging parents. We encourage you to invite any or all of your beneficiaries to attend. No products will be sold.
Your hosts:
Michele Westmaas, Financial Advisor
Eric W. Bilger, FIC, Financial Advisor
James M. Bilger, FIC, Financial Advisor
No products will be sold.