Avoid the Top Ten Mistakes Made With Beneficiary Designations

Avoid the Top Ten Mistakes Made With Beneficiary Designations

Thursday, June 4th, 6-7:30pm

Courtyard Madison West/Middleton, 2266 Deming Way, Middleton, WI 53562

Cost: Free

Limited seating, registration required: (608) 829-2525 or email dera@hornjohnsen.com.

Attorneys John Horn and Dera L. Johnsen-Tracy of Horn & Johnsen SC are experienced practitioners in living trusts and estate planning. Learn how to ensure your beneficiary designations and ownership arrangements are up-to-date on retirement plans, annuities, life insurance policies, investment accounts, bank accounts and even real estate to ensure they are consistent with your estate planning goals. Attend this presentation and you’ll receive a FREE private consultation to answer any questions you have about protecting your estate.