Advisor Series: Estate Planning Essentials for Young Families

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Overview

Event
Amundsen Davis, Appleton Office
 | 4:00 PM CT

Amundsen Davis's in-person series for advisors is intended to facilitate a collaborative relationship among business advisors so we can better serve our clients.

Estate planning is not just for the wealthy or elderly—it is a critical step for young parents who want to protect their children and provide peace of mind. A thoughtful estate plan ensures that your children are cared for by the people you trust, your assets are managed responsibly, and your wishes are honored if something unexpected happens.

The conversation will cover:

  • Leaving assets to minor children
  • The importance of a will for young parents
  • The importance of powers of attorney for every adult

Location:

At Amundsen Davis's Appleton Office

2800 East Enterprise Ave., Appleton, WI

REGISTER

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