919 West Main Salem, IL 62881 Phone: (618) 548-3729 | Fax: (618) 548-3585
Understanding My Estate Plan
The title of this year’s live-in-person education program could be you talking to your kids…or you musing to yourself! While designing your plan with Curt or Sam on the whiteboard, it all made perfect sense. But after a few years, the details tend to get a bit fuzzy. Not only would it be good to refresh your own memory (so, You should attend this) but as you age, it becomes more important for your Helpers to understand what you did, why, how it works…and their roles. What are the six different disability roles of Helpers? What is an ‘LPA’? Cookie Jar? Training Wheels? This program is a review of your plan as summarized/illustrated on your own Design Template. Attend in person and bring all the Helpers you can!
The choice of a lawyer is an important decision and should not be based solely upon advertisements. Each person should cautiously explore a relationship in person, such as at our Introductory Workshops, before engaging any attorney