Fall Seminar set for October 9th. ONLY 3 SPOTS REMAINING! RSVP Now!

The Must Know’s:

 Probate, Estates, Wills, and Living Testaments.

 

Planning for vacations, graduations, weddings, grandchildren and accomplishing your own ‘bucket list’ always gets highest priority. But planning for the serious stuff often gets put on the back burner –what happens to your real estate, bank account, certificates of deposit, IRA’s, mutual funds, 401k’s when you:

  • Divorce
  • Or your spouse pass away
  • Get married or re-marry
  • Give birth or adopt
  • Move to a different state
  • Have real property in a state other than your home state
  • Have a death of a beneficiary listed in your will
  • Experience major changes in income or asset value
  • Inherit assets

 

Complementary seminar presented by Matthew J. Kriegel

of Eells & Tronvold Law Offices, PLC

 

Seminar Topic Include:

  • The Iowa Probate Process
  • Last Will and Testament
  • Revocable Living Trust
  • Assets with Beneficiaries Already Listed
  • Joint Tenancy of Real Estate
  • Estate Tax
  • Estimate of General Fee Range
  • Q & A session

Seminar Details:

Who : You and your guest
When:  Wednesday October 9th, at 6:00pm
Where: Kava House Café. 122 2nd St. Swisher, IA
Why: You NEEDthis information
RSVP Required. RSVP to brooke@bmp-cpa.com or 319.239.9903 Seminar will be limited to 20 attendees. RSVP today!

 

 

 

 

 

 

 

 

 

 

 

 

 

**I often hear age as a reason to avoid future planning but rest assured AGE does not matter. People of all ages should attend.