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Follow on Google News | Estate Planning: What’s In It For You?Free Feb. 28 seminar to explore strategies, benefits of planning ahead
By: Jannsen + Company, S.C. A free Feb. 28 seminar at Jannsen + Company (http://www.jannsen.com) “An estate plan is a critical element of financial planning, which is all about building wealth and maintaining a desired lifestyle,” said attorney Scott Burns, MBA, CFA, who will lead the seminar (http://www.burnslaw.com) Burns listed three important benefits of establishing an estate plan: • Designation of a person not only to manage estate assets after death, but to potentially coordinate health care and finance matters should the estate holder be incapacitated • Minimization of taxes, fees and expenses that must be paid upon death, to preserve more of the estate for intended beneficiaries • Assurance that desired distribution objectives are met, such as tax minimization or creditor protection for beneficiaries, providing for a special needs beneficiary, or providing for children from a prior marriage “A thorough estate plan is a gift to one’s family, because it avoids guesswork or involvement of a court-appointed third party to distribute assets and settle an estate,” Burns said. “At a time of often significant grief and stress, an estate plan serves as a guidepost that helps families heal and move on.” Interested seminar attendees are asked to RSVP to Barb Reuter at (262) 513-9292 or barb.reuter@ # # # Founded in 1975, Jannsen + Company is a full-service certified public accounting and business resources firm with more than 30 professionals and employees. Besides a full range of CPA and payroll processing services, Jannsen + Company advises businesses on information technology, human resources and wealth management. Securities offered through 1st Global Capital Corp., Member FINRA,/ SIPC. Investment Advisory Services offered through 1st Global Advisors, Inc. End
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