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Estate Planning Beneficiary Checkup

Properly planning your estate allows you to save time and money while potentially changing lives.

Revisiting Your Estate Plan


A beneficiary checklist will help you avoid these pitfalls, ensure you’re making informed decisions, and avoid costly errors.

Download our checkup form to avoid mistakes when it matters the most.

Download

Estate Planning Seminars

Al Spiegel, “Estate Planning Seminar,” Hartford Square II

  • Event Date

    20260529

  • Event Time

  • Event Location

    400 Hartford Square

Al Spiegel, “Estate Planning Seminar,” Highlands at Aero Park

  • Event Date

    20260616

  • Event Time

  • Event Location

    W197 N4950 Hickory St.

Al Spiegel, “Estate Planning for Pilots,” EAA Museum – Hilton Theater

  • Event Date

    20260722

  • Event Time

  • Event Location

    3000 Poberezny Road

Al Spiegel, “Estate Planning Seminar,” VCY America

  • Event Date

    20261027

  • Event Time

  • Event Location

    3434 W. Kilbourn Ave.

Al Spiegel, “Estate Planning Seminar,” Menomonee Falls Senior Center

  • Event Date

    20260924

  • Event Time

  • Event Location

    W152 N8645 Margaret Road

Al Spiegel, “Estate Planning Seminar,” Menomonee Falls Public Library

  • Event Date

    20260912

  • Event Time

  • Event Location

    W156 N8436 Pilgrim Road