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
32°
H 32° L 28°
Clear | 0MPH

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

» Communities net $1.2 million rebate from Waukesha County recycling 4/21

» Hilton planned for town of Brookfield 4/21

» Police: Girl, 10, says she was coerced into sending naked photos of herself to stranger 4/15

» Local seniors find friendship, romance through music 4/15

» Brookfield East teens build Honda 350 from salvaged motorcycle parts 4/14

» Driver of stolen car stopped in Brookfield 4/14

» Waukesha County Board OKs recycling program with Milwaukee Updated:  4/9

» Fingerprints on Pringles can lead police to robbery suspect 4/8

» Run for the Hills takes another lap 4/8

» Elmbrook schools see rise in test scores for math, reading 4/8

» Elmbrook schools, Brookfield police warn against 'Junior/Senior wars' and 'paranoia' games 4/8

» Wandrey to lead Central's boys hoops program 4/7

» Woman uses sister's identity to avoid arrest in Elm Grove 4/2

» Town of Brookfield supervisors keep seats 4/1

» Ponto keeps mayoral post; incumbent aldermen win, too 4/1

» A new trustee joins Elm Grove in uncontested race 4/1

» Body found in Tosa identified as James Kieckbusch, 57 4/1

» Body found at border of Elm Grove and Wauwatosa Updated:  4/1

» Loaded handgun found left in Elmbrook Church bathroom 3/28

» Ponto's campaign funding three times that of Speaker 3/26

» Crews clear crash that closed left westbound lane of I-94 at Calhoun Road Updated:  3/20

» Police called when man mistakenly sends zombie app selfie to woman 3/20

» Kratoska to run as write-in for Elmbrook at-large seat 3/18

» Discussion of Underground Railroad on tap Monday at Brookfield library 3/16

» Oak Creek defense shuts down Lancers, 46-25 3/15

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

Milwaukee's Best Discounts & Deals

Local Business Directory

CONNECT