FREE PROGRAM – DIY Estate Planning – Do’s and Don’ts (part of Money Smart Week)
Money Smart Week - DIY Estate Planning Do’s and Don’ts program
In recent years, do-it-yourself (“DIY”) has gained popularity emerging in many fields including tax preparation and estate planning. While DIY for many fields may prove to be a good idea, what about DIY Estate Planning? With clear and reliable instruction, most people can create important estate planning documents on their own.
Join us on Thursday, April 27 as the DeKalb County Estate Planning Council presents DIY Estate Planning – Do’s and Don’ts, one of many programs offered during Money Smart Week. During this program, DeKalb County Estate Planning professionals will discuss several key topics related to self-prepared estate plans and offer general guidance and recommendations to avoid critical mistakes in preparing your own estate plan.
Topics include:
The Cast and Crew of Estate Planning – Executors, Trustees, Agents, Administrators – Who does what? – Jim Dombeck from Resource Bank
Title to Your Home – Joint Tenancy, Tenancy by Entirety, TODI – Matt Brown of Brown Law Group, LLC
Legal Zoom – Risks of Self-Prepared Wills – Jeff Lewis of Klein, Stoddard, Buck & Lewis, LLC
Charitable Giving – Donor Advised Funds – Karen Daleo of First Midwest Bank
The program will conclude with breakout sessions for attendees’ questions to be answered by the presenters.
DIY Estate Planning Do’s and Don’ts
Thursday, April 27, 2017
5:30 – 7:00 p.m. The Freight Room
DeKalb County Community Foundation – 475 DeKalb Avenue, Sycamore
RSVP for this FREE program to Barb King, DeKalb County Community Foundation, barb@dekalbccf.org or 815-748-5383.
The DeKalb County Estate Planning Council is a network of estate planning professionals serving DeKalb County. Established in 1981, the DeKalb County Estate Planning Council’s membership is comprised of attorneys, accountants, life insurance underwriters, trust officers, and others in the field of estate planning.
Matthew L. Brown, Co-Chair Brown Law Group, LLC 815-756-6328 or mbrown@brownlawdekalb.com
Jill M. Tritt, Co-Chair Foster & Buick Law Group, LLC 815-758-6616 or jtritt@fosterbuick.com
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