Take the Fear Out of the Estate Planning

Learn about the basic tools of estate planning and get answers to questions, that you may have:
 Do I need a Will? What is a trust? What is probate?
 Who will care for my loved ones in the event of my death or incapacity?
 If death occurs, would my loved ones know my wishes?
 How do I know whether a loved one might be developing dementia?
 How will I pay for long-term care for myself or my spouse?
 What happens with a Roth or IRA upon death? What about an annuity?
 How important are my beneficiary choices on my IRA or 401(k)? And much more!
Panel of Speakers
 Attorneys: Aaron Roepke & Anna Lim-Mikkelsen
 Author & Founder of DAWN: Judy Cornish
 DA Davidson Financial Advisor & Portfolio Manager: Rusty Schatz
 Shorts Funeral Chapel: Dave Hutton