Venue: Memorial Lutheran Church,5000 S Western Avenue,Sioux Falls,SDUnited States
Let’s unravel what matters most to you and plan a legacy that lasts.
2020-21 was chaotic, to say the least. We learned areas of our life can become tangled quickly, with no clear solution to straighten it all out. While we may not have control over things like a virus or the economy, we can line up a plan to better prepare for the future and our legacy.
This 60-90 minute course is geared for clients and their family members, special guests, and successor trustees. We’ll provide 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
The information on this website is for general information purposes only. Nothing on this or associated pages, documents, comments, answers, emails, or other communications should be taken as legal advice for any individual case or situation. This information on this website is not intended to create, and receipt or viewing of this information does not constitute, an attorney-client relationship.