- Seminars and Workshops
The following seminars are currently available:
Will and Trust Basics, a discussion of the basic concepts, need for, and uses of wills and trusts. We include discussions on topics such as who needs a will/trust, different types of wills and their uses, and different types of trusts and their uses. This workshop is for all adults. Call to schedule.
Estate Planning Basics, a discussion of the basic concepts of estate planning, the tax laws, how proper planning can reduce tax costs, types of wills and trusts, and other related material. This seminar is designed primarily for church members who are at an age to have a concern with developing their estate plan. Typically this would be for members age 45 and above. However, younger members hearing this material will often encourage their parents to take steps to develop an estate plan. Of course, we discuss giving to the church as part of the estate planning process. Call to schedule. may have or schedule a seminar. Toll free call 866.669.2327
- Updated 09/27/2007. Questions? Comments? Contact the webmaster
- 1001 N. Western Ave., Suite D, Marion, IN 46952
- Telephone: 765.664.2327 Fax: 765.664.2598 Toll Free: 866.669.2327