Tuesday, June 12, 2018

4:00 – 5:00pm EST

We get it – thinking about death and disability is uncomfortable.  However, a little planning will spare your loved ones frustration and expense during an emotionally difficult experience.

Putting together an estate plan is not as hard as you think.  Join Charlie Mattingly and Kevin Gormley, of Leading Edge Financial Planning, as we discuss the various elements of death taxes, wills, trusts, long-term care and life insurance, and how to keep it all organized.

We have invited attorney and estate planner, Danielle Woods J.D., to discuss the MUST HAVE documents for the security of your family.

This is a recording of our Wealth & Estate webinar for those of you who weren’t able to attend and for those who want to review the information again. This video is for educational use only and your situation is unique. Please see an estate attorney, tax CPA, or other professionals before you initiate any of the ideas discussed.

Guest Speaker, Danielle Woods, J.D.

Danielle earned her J.D. from Northern Illinois University College of Law in 2002.  Her legal work focuses on tax law and estate planning.  She is a partner at DW Lenski Law Group, PLLC.


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