Estate Planning Seminar – Rock Rapids, IA

Type: seminarCategory: Client Refresher Course, On the Road Event Date: March 28 Time: 10:00 AM - 12:00 PM Phone: (605) 362-9100 Venue: Frontier Bank – Community Room, 301 First Avenue, Rock Rapids, IA United States

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Is your estate plan keeping up with life’s changes?

Custom plans follow a custom path because not everybody’s journey in life looks the same.

Reviewing your estate plan every 3-5 years is an important part of keeping your plan relevant to changes in your family, your assets, and the law.

Join Attorney Andrew Knutson for a 90-minute presentation to review roles and responsibilities in your estate plan, have an opportunity to ask questions, and help you better understand:

Tax changes and other relevant changes in the law that may have impacted your plan
Funding and maintenance of your estate plan
Duties of a successor trustee and other agents

If you don’t currently have an estate plan, come and learn what you need to consider.

Complete this form to register for the event:

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Estate Planning Seminar – Rock Rapids, IA

Is your estate plan keeping up with life’s changes?

Custom plans follow a custom path because not everybody’s journey in life looks the same.

Reviewing your estate plan every 3-5 years is an important part of keeping your plan relevant to changes in your family, your assets, and the law.

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