Join American National Wealth Management’s Investment Representative, Kathy Heim, and special guest, Estate Planning Attorney Rebecca Mackie, with Kohls and Associates LLC in Monona - a boutique law firm focusing on estate planning, estate administration, business succession and real estate transactions - as they guide you through these and other important topics:
· Do I need a power of attorney?
· What’s the best way to protect the family home?
· Should I have a will? A trust?
· What is Probate?
· What is a trust?
· Will my beneficiaries be taxed on their inheritance?
· Do I need long-term care insurance?
· Do I need a funeral trust now?
This workshop is complimentary, open to the general public and offered as a coummunity service by American Bank. Space is limited; be sure to reserve your spot today!