Whether you are interested in attending or hosting an estate planning seminar, finding out more about where you can hear us speak or learning about local events we are participating in or supporting you can learn more here.
Invite your congregation to learn about creating an estate plan with grace. Topics include essential documents like wills, trusts, medical and financial powers of attorney, and the benefits of charitable giving.
For the past 2 decades the firm has had the privilege of teaching members at churches and other organizations about how Christians can put together their estates with grace, preparing for the worst so their families don’t have to make difficult decisions in a time when they are seeking peace.
(Form - Thanks for your interested in an Estate Planning Seminar. We’ll reach out to you in 1-2 business days to discuss your event.) Form - name, phone, email, questions/comments, organization name, preferred date and time, alternate date and time, live or virtual
Thanks for your interested in learning more about estate planning.
During our seminars we discuss a variety of Estate Planning topics, including planning for incapacitation and death, avoiding probate, minimizing taxes, planning for individual beneficiaries, and encouraging charitable gifts. We’ll reach out to you in 1-2 business days to share any current estate planning seminars scheduled and answer any questions you might have. In the meantime you can learn learn more by watching our EP videos here: https://youtube.com/playlist?list=PL0BlSlXr5DEQ-ej9lPudiWfp6mrTtkClY
Watch McLario live on TMJ4 The Morning Blend the 2nd Thursday of the each month from 9-10am CST https://www.tmj4.com/live
Attend a WVCY Seminar - Dates to be announced this fall.
Falls Family Movie Night At Village Park - http://www.menomoneefallsdowntown.com/sept-9---movie-night.html
Find out more about local Menomonee Falls Downtown Events Here:
Our no-cost presentation covers planning for incapacitation and death, avoiding probate, minimizing taxes, planning for individual beneficiaries, and encouraging charitable gifts.