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Estate Planning Basics

  • Writer: Michelle Tyo-Johnson
    Michelle Tyo-Johnson
  • Feb 16, 2023
  • 1 min read

Updated: Jul 2


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It’s never too early create an estate plan. Many experts advise that you start as soon as you become a legal adult and update your plan every 3-5 years or when you have a significant life change such as getting married or having a child.


Personal guidance is important. Your estate planning needs are unique to you and involves countless decisions from start to finish It is important to work with an attorney who will take the time to get to know you and your wishes.


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It’s more than just a will. A will is only one part of your estate plan. In addition to a will, your estate plan may consist of several other legal documents that including a living will, a trust, and power of attorneys for finances, health care, and to even to manage your social media accounts.


Join Di Renzo & Bomier, Attorney Stacie L Dobbe, on February 28, 2023 for a FREE seminar to help answer some of your retirement and estate planning questions.



“RETIREMENT UNCERTAINTY” & ESTATE PLANNING SEMINAR


Hosted by: Attorney Stacie L. Dobbe, Di Renzo & Bomier, LLC & Nancy Van Gomple, Financial Representative, COUNTRY Financial


Date: Tuesday, February 28, 202


Time: 6:00 p.m. - 8:00 p.m.


Where: Paul Davis Restoration & Remodeling, 3210 North Zuehlke Drive, Appleton, WI 54911


Cost: Free




 
 
 

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