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, 51246, 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.

This event is over and registration has been closed.

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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