Join Hurlow Wealth Management Group as they team up with attorneys Kate DeWeese from Bunger & Robertson and Erin Martoglio from Freitag & Martoglio, LLC.as they answer basic estate planning questions to help you start thinking about your own plan.
Topic: What's Your Plan? Estate Planning Panel
Time: 12 p.m. Eastern Standard Time/ 9 a.m. Pacific Standard Time
Description: The Estate Planning Panel will discuss wills, estates, and legacy giving and will answer basic questions to help you start thinking about your own plan. A question and answer period will follow the presentation. Topics to be discussed will include:
*Why have an estate plan?
*Who should be my executor?
*How do I determine my estate's value?
*Who should help me plan my estate?
*What is probate?
Making a plan can lead to peace of mind that your wishes will be honored both during your lifetime and after, prevent disputes or confusion among your heirs, and even help others plan ahead for their own future needs.
About the panelists:
Kate DeWeese is a graduate of Purdue University and The Ohio State University Moritz College of Law. She joined Bunger & Robertson in 2012, and is a partner working primarily in the areas of estate planning and administration, health care law, and business services. She was an Adjunct Faculty Member at Indiana University for eight years, serves as an at-large representative on the Indiana State Bar Association’s Young Lawyers Section Council, and has been a member of several local nonprofit boards.
Erin Martoglio is a native of Fort Wayne, and earned her B.A. in anthropology from Indiana University in 1997, and M.A. in humanities from the University of Chicago in 1999. She graduated magna cum laude from Florida Coastal School of Law in Jacksonville, Florida in 2012 and returned to Indiana that same year. Her practice focuses on estate planning, business transactions and small business needs, contract review and drafting, and probate and trust administration.
Hurlow Wealth Management Group, Inc. is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where the firm and its representatives are properly licensed or exempt from licensure. This presentation is solely for informational purposes. No advice may be rendered by Hurlow Wealth Management Group, Inc. unless a client service agreement is in place. Our firm provides the information in this webinar presentation for general guidance only, and does not constitute the provision of legal, tax, or investment advice, accounting services, or professional consulting of any kind. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital.
Share your news with us!
Submit your news to the Chamber by the 12th or 28th of each month to be included in the bi-weekly Membership Matters emails.
Webpage Square Ad Banner spaces are available for members. Download our sizes and pricing sheet for more information by clicking the button below.