Every Step
with Cedar Community
LEAVING YOUR LEGACY Planning for your financial and family legacy can seem overwhelming, especially when talking about money can sometimes be awkward. But as we’ve learned in recent months, uncertainty is uncomfortable. Having a plan that is based on your values and your goals for your family is incredibly important. Join retired attorney Elaine Shanebrook and other content experts for our Every Step with Cedar Community seminar series on estate planning. The free, six session educational series, Leaving Your Legacy, will equip you with tools and options for values-based estate planning. Attendees will receive educational materials at each seminar that will help you get organized, get thinking, and get started with your planning.*
Thursday, Sept. 17
Thursday, Nov. 19
Your Healthcare Power of Attorney and Funeral Preplanning
Financial Conversations and Values-based Planning
This session will explore the preplanning that one can do to avoid the potential of a court-ordered guardianship, with the use of a power of attorney for healthcare. Attendees will also learn about living wills, and how and when “Do Not Resuscitate” orders can be in effect. The funeral preplanning process will also be presented by a local funeral professional.
Did your parents discuss money or financial matters when you were young? Do you talk to your children about your estate or what is important to you when planning your legacy? This session will touch on how to start a conversation with your family about your values and what is important to you when leaving your legacy.
Thursday, Oct. 15
Future seminar topics include: · Should you use a will or a trust · Tax consequences in your estate · Charitable giving and ethical wills
Your Financial Power of Attorney and Important Considerations Who you choose to become your financial power of attorney can become a source of conflict in many families. What should you take into consideration when choosing who should take care of your finances? What options are there outside of your family?
*Sessions are for informational and educational purposes only, no legal advice will be offered. There will be no solicitation of financial gifts or sales of professional services.
10 a.m. Cedar Community, Cedar Ridge Campus | Grand Hall 113 Cedar Ridge Drive, West Bend Please RSVP for each seminar, 262.306.7685 or at RSVP@cedarcommunity.org. 26
| SUMMER 2020
cedarcommunity.org
