Wills and Trusts Lunch and Learn: Preserve Family Harmony. Protect Your Legacy

Tuesday, June 16, 2026 
12:00 PM - 1:30 PM

Vera Lee - Meeting and Event Venue

1854B East Broadway, Alton, Illinois, 62002, United States

Attire: Casual Attire

Description

Preserve Family Harmony. Protect Your Legacy. You are invited to a Wills and Trusts Lunch and Learn on Monday, June 16th, at 12:00 PM at Vera Lee Meeting and Event Venue, 1854B E Broadway in Alton. Join Attorney Walter Ozark and Financial Advisor Bill Kinkel for a no-cost educational lunch event focused on wills, trusts, probate, and the importance of getting financially organized before important legal and financial decisions are made. We'll discuss how getting organized can help families reduce confusion, avoid common estate planning gaps, and coordinate legal documents with financial accounts. Topics include: - Wills vs. living trusts - Why a will does not avoid probate - Beneficiary forms, IRAs, and retirement accounts - How heirs can be accidentally disinherited - How planning may help reduce probate costs, delays, and court involvement - Why reviewing financial documents before updating legal documents matters - Preserving family harmony and reducing confusion for loved ones Lunch provided. Seating is limited. No cost. No obligation. Spouses are encouraged to attend. Category: Community | Finance Price: Free: USD 0.00

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