NOW:53045:USA01489
http://widgets.journalinteractive.com/cache/JIResponseCacher.ashx?duration=5&url=http%3A%2F%2Fdata.wp.myweather.net%2FeWxII%2F%3Fdata%3D*USA01489
70°
H 70° L 48°
Partly Cloudy | 7MPH

Estate Planning: What's In It For You?

Feb. 17, 2012

Pewaukee, Wis. – Most Americans work hard to build a comfortable life for their families. Unfortunately, many overlook a key part of managing finances: An estate plan to control and distribute their assets after death.

A free Feb. 28 seminar at Jannsen + Company, “Introduction to Estate Planning,” will explain the benefits and components of a sound estate plan. The seminar, which will address strategies to ensure that hard-earned money and other assets end up in the right hands, will be at 5:30 p.m. at the Jannsen Center, W239-N3490 Pewaukee Road (southeast corner of Capitol Drive and Highway 164).

“An estate plan is a critical element of financial planning, which is all about building wealth and maintaining a desired lifestyle,” said attorney Scott Burns, MBA, CFA, who will lead the seminar. “Estate planning allows a person who has worked hard to care for their loved ones after passing, while allocating resources to shape their legacy and remembrance.”

Burns listed three important benefits of establishing an estate plan:
• Designation of a person not only to manage estate assets after death, but to potentially coordinate health care and finance matters should the estate holder be incapacitated
• Minimization of taxes, fees and expenses that must be paid upon death, to preserve more of the estate for intended beneficiaries
• Assurance that desired distribution objectives are met, such as tax minimization or creditor protection for beneficiaries, providing for a special needs beneficiary, or providing for children from a prior marriage

“A thorough estate plan is a gift to one’s family, because it avoids guesswork or involvement of a court-appointed third party to distribute assets and settle an estate,” Burns said. “At a time of often significant grief and stress, an estate plan serves as a guidepost that helps families heal and move on.”

Interested seminar attendees are asked to RSVP to Barb Reuter at (262) 513-9292 or barb.reuter@jannsen.com to reserve their spot. Attendees are asked to consider a $10 donation to the Juvenile Diabetes Research Fund.

Founded in 1975, Jannsen + Company is a full-service certified public accounting and business resources firm with more than 30 professionals and employees. Besides a full range of CPA and payroll processing services, Jannsen + Company advises businesses on information technology, human resources and wealth management. Securities offered through 1st Global Capital Corp., Member FINRA,/ SIPC. Investment Advisory Services offered through 1st Global Advisors, Inc.

This site uses Facebook comments to make it easier for you to contribute. If you see a comment you would like to flag for spam or abuse, click the "x" in the upper right of it. By posting, you agree to our Terms of Use.

Suburban News Roundup

E-mail Newsletter

Your link to the biggest stories in the suburbs delivered Thursday mornings.


Enter your e-mail address above and click "Sign Up Now!" to begin receiving your e-mail newsletter
Get the Newsletter!

Login or Register to manage all your newsletter preferences.

Community Watch

» Party City pulls Slender Man Halloween costumes in Wisconsin 02:26 PM

» East nips Lancers, 24-20, to get back into GMC race 9/18

» Man sentenced to 7 years for heroin death 9/18

» Hassless Mattress opens 4 worker-less retail outlets 9/17

» City to draft survey on chicken ordinance 9/16

» Preps football photos of the week: Sept. 12 9/12

» Lancers dominate Falls, 21-0, in GMC action 9/12

» "Mousetrap" opens at Sunset Playhouse 9/11

» Rash of vehicle break-ins in Elm Grove 9/9

» Irgens returns with revamped 'Corridor' plans 9/9

» Elmbrook taxi service asking city for $13k 9/8

» Dixon Elementary receives "Schools of Recognition" award by DPI 9/8

» Preps football photos of the week: Sept. 5 9/7

» Brookfield East, riddled with injuries, can't hang with Marquette 9/5

» Waukesha County Sheriff's Department warns of impostor scam, claiming missed court appearance, unpaid fines 9/5

» Waukesha County plans to spend $93 million on roads, buildings, parks 9/3

» Library lot costs nearly double 9/2

» Industrial development hinges on TIF district 9/2

» Teen trio teams up to take on suicide, depression 9/2

» Coast Guard ends search for Brookfield pilot missing after crash 8/31

» Preps football photos of the week: Aug. 29 8/29

» Elm Grove's Imaging Biometrics granted a patent 8/29

» Both husband, wife now have left loaded guns in restrooms Updated:  8/27

» Whitefish Bay hands Lancers, Kennedy opening-night defeat 8/22

» Preps football photos of the week: Aug. 22 8/22

View All Posts Got a tip? Welcome rss
Deal Watch - Milwaukee

Milwaukee's Best Discounts & Deals

Advertisement

Local Business Directory

CONNECT