The Most Important Questions to Ask & Answer in Preparing Your Estate Plan
Hosted by MBE Wealth Management and Presented
by Bradley J. Kalscheur, Partner at Michael Best
Join MBE Wealth for an insightful session with Bradley J. Kalscheur, a seasoned Partner at Michael Best, as he delves into critical aspects of estate planning. Whether attending virtually via webinar or in person, this event promises valuable information to guide you in preparing your estate plan effectively.
• Coordination of estate documents and living trust funding.
• Benefits of lifetime gift giving and strategies for children with special needs.
• Incorporating charitable planning for multiple goals and advantages.
Don't miss this opportunity to gain valuable insights into estate planning from Bradley J. Kalscheur. Whether you choose to attend virtually or in person, this event is designed to empower you to make informed decisions for your estate.
MBE Wealth Management, LLC is a Registered Investment Advisor
for more information visit www.mbewealth.com