218 North 14th Ave, P.O. Box 317, Sturgeon Bay, WI 54235

920.743.9117

Estate Planning

Ross Estate Planning offers educational presentations in the community throughout the year. These presentations last from 45 minutes to 1.5 hours and are always hosted at no charge to you. We believe strongly in educating the community on various issues regarding estate planning and elder care. The seminars touch on a variety of topics including wills, trusts, power of attorneys, probate, probate avoidance techniques, planning for incapacity, long term care, Medicaid planning and farm planning. 

These no cost, no obligation presentations are part of our commitment to educating our clients and our community.




Medical Emergency ...Now What?
Tuesday, November 28, 2017 Afternoon Session
Crossroads at Big Creek
Located at:

It’s not about the documents…it’s about the results

If you have questions concerning any of the following..

  • Who needs Financial and Health Care Power of Attorney?.
  • Do you havea Trust, Financial or Health Care documents created in another state or more than 3 years old.
  • How do you provide for your own care and well-being even if you become incapacitated?
  • Who qualifies for Medicaid and VA Planning?How do you start the process?
  • What are advantages and disadvantages of giving away your assets?
  • How can you protect your children’s inheritance from predators, greedy non-family members and bad marriages?
  • How can a trust help you with your planning.

This is truly an Educational Session.  Join us for a thought provoking discussion of the basics of Estate Planning and discover which plan is right for you and your loved ones.

There is no charge but seating is limited!

Reservations are required, RSVP today
920-743-9117
sue@rossestateplanning.com
rossestateplanning.com

 


view details


Medical Emergency ...Now What?
Tuesday, November 28, 2017 Evening Session
Crossroads at Big Creek
Located at:

It’s not about the documents…it’s about the results

If you have questions concerning any of the following..

  • Who needs Financial and Health Care Power of Attorney?.
  • Do you havea Trust, Financial or Health Care documents created in another state or more than 3 years old.
  • How do you provide for your own care and well-being even if you become incapacitated?
  • Who qualifies for Medicaid and VA Planning?How do you start the process?
  • What are advantages and disadvantages of giving away your assets?
  • How can you protect your children’s inheritance from predators, greedy non-family members and bad marriages?
  • How can a trust help you with your planning.

This is truly an Educational Session.  Join us for a thought provoking discussion of the basics of Estate Planning and discover which plan is right for you and your loved ones.

There is no charge but seating is limited!

Reservations are required, RSVP today
920-743-9117
sue@rossestateplanning.com
rossestateplanning.com

 


view details




© 2017 Ross Estate Planning | Disclaimer
218 North 14th Ave, P.O. Box 317, Sturgeon Bay, WI 54235
| Phone: 920-743-9117 | 866-743-9117
926 Willard Drive, Suite 116, Green Bay, WI 54304
| Phone: 920-743-9117 | 866-743-9117

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