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New Berlin Community Center – Estate Planning

February 11, 2016

Understanding how your assets will pass to your beneficiaries is the key in making the right planning choices. Learn which assets can transfer directly without a trust or probate and when the use of a trust is most beneficial. Topics include:

  • Wills and probate
  • Revocable living trusts
  • Irrevocable trusts
  • Gifting during life


February 11, 2016
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