THURSDAY, FEBRUARY 9TH
6:00 pm – 7:30 pm
Konstantakis Law Office, LLC
5200 W. LOOMIS ROAD,
GREENDALE, WI 53129
Konstantakis Law Office, LLC will be hosting at our Greendale location an informational Estate Planning seminar with Edward Jones Financial Adviser, Julia Baldus.
This seminar is FREE and open to the public.
Seating is limited, so please call to reserve your seat.
RSVP today by calling:
IT ISN’T ABOUT THE MONEY……
It’s about making sure you protect what’s most important to you: your family, your children, or your charities. Make sure you are doing what you can to ensure your final wishes are carried out exactly as you want. Many think Estate Planning is only for the wealthy, when in fact, most everyone should consider some form of Estate Planning. Just as important as it is to plan your finances, emphasis should also be given to planning your Estate.
A solid Estate Strategy is composed of two main parts:
1: A Financial Plan to build and manage your wealth and;
2: An Estate Plan to ensure YOU – rather than the courts – control how to distribute your wealth when you pass.
What Can Our Firm do for You?
A Will is a document which expresses one’s “testamentary intent.” In simple terms, a Will sets forth how one wishes to leave his or her property, and on what terms, upon death.
A Trust is a contract that usually sets forth who will manage one’s assets, be in charge of seeing that bills are paid, and how distribution of one’s property is to take place upon death to your beneficiaries.
DURABLE POWER OF ATTORNEY FOR FINANCES
Simple and reliable way to arrange for someone you trust to care for your finances given a scenario where you are incapacitated.
ADVANCES DIRECTIVE HEALTH CARE DOCUMENTS
A Living Will documents your wishes regarding medical treatment at the end of life. A Healthcare Power of Attorney allows you to choose someone that you trust to make healthcare decisions for you given a scenario in which you are incapacitated.
A HIPAA release form allows a trusted individual of your choice to obtain your medical information from a health care provider. Without filing a HIPAA release form, your health care provider will be unable to provide your medical information to anyone, even your spouse or close family.
DON’T MISS OUT ON THIS OPPORTUNITY TO SEE
WHAT WE CAN DO FOR YOU!
At Konstantakis Law Office, LLC it is our fiduciary duty and honor to plan and care for your estate. As your legal representative, we will prepare crucial documents that will accurately reflect your testamentary wishes and protect your family’s future.
We will use our knowledge of Wisconsin law to protect your assets until they are distributed to heirs of your choosing. This can take the form of deciding allotments of money, real estate, and securities owned by the decedent.
Our firm will also determine whether probate court proceedings are needed. While some clients’ assets are non-probatable, it is important to have an experienced attorney capable of streamlining the probate process. Seeking expert legal advice and establishing an Estate plan is essential to ensuring you and your family are prepared for the unexpected.