fbpx

Joy Ranch – Client Refresher Course

Type: seminarCategory: On the Road Event Date: March 5 Time: 02:00 PM - 03:30 PM Venue: Joy Ranch, 16633 448th Avenue, Florence,

Let’s unravel what matters most to you and plan a legacy that lasts.

Has it been five or more years since you’ve reviewed your estate plan?
 
Join us as we hit the road to meet our clients in and around Watertown, SD for an estate plan review session. This is a perfect time to check-in and review your estate plan, ensuring it stays up to date as life changes.
 
This 60-90 minute course is geared for family members, special guests, and successor trustees to your plan. It provides an introduction to Thompson Law, a review of roles and responsibilities in your estate plan, an opportunity to ask questions, and a better understanding of:
  • Major post-election tax changes and other relevant changes in the law that may have impacted your plan
  • Funding and maintenance of your estate plan
  • Functions of a successor trustee
  • Role of designated agents
  • HIPAA law updates and the importance of communicating life-sustaining treatment options
  • Current estate planning topics and Thompson Law services

Error Message
Error Message
Error Message
Error Message
Error Message
Error Message
Error Message
Error Message
Error Message
Error Message
Error Message
Error Message
Error Message
Error Message
Error Message