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October 11, 2021
11:30 AM - 1:00 PM
Royal Oak, MI 48067
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LUNCH & LEARN: Estate Planning 101

Monday, October 11, 2021

Estate Planning 101 -- Everything You Want to Know About Wills, Trusts and Probate

Dying without an estate plan can subject your loved ones to the long, expensive and stressful probate process and at the end of it the state decides who gets what from your estate. Learn how you can use estate planning to protect your loved ones and ensure that things happen exactly the way you want them to after you are gone.

  • What's the difference between a will and a trust?
  • What is probate and why you might want to avoid it
  • Incapacity planning with financial and healthcare powers of attorney
  • Federal estate and gift tax exemptions

Presented by Michelle D. Mcree, Attorney

Register by October 5th

COURSE # A1000

Free lunch from Tim's Kitchen for all who pre-register and attend a presentation. Presentation is from 11:30 to 1:00. Out of respect for the presenter, please remain for full presentation and silence all phones during workshop. Please, no carry-outs.

If you sign up for a Lunch & Learn and fail to show up or call to cancel two times in a calendar year, you will not be permitted to sign up for any Lunch & Learn sessions for the remainder of that year.

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