Estate Planning Seminar – Rock Rapids, IA

Type: seminarCategory: Client Refresher CourseOn 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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    • BEGIN:VCALENDAR VERSION:2.0 PRODID:-//AMS//NONSGML v1.0//EN CALSCALE:GREGORIAN BEGIN:VEVENT VENUE:Frontier Bank – Community Room DESCRIPTION: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 […] ADDRESS:301 First Avenue DTSTART:20230328T090000 DTEND:20230328T110000 URL;VALUE=URI:https://cathompsonlaw.com/seminar/frontier-bank-event-march28/ SUMMARY:Estate Planning Seminar – Rock Rapids, IA LOCATION:Frontier Bank – Community Room, 301 First Avenue, Rock Rapids, IA United States PHONE:(605) 362-9100 DTSTAMP:20230325T022507 UID:641e5b83e5def END:VEVENT END:VCALENDAR
      Estate Planning Seminar – Rock Rapids, IA.ics

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.


 

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