Creating a will and getting your affairs in order can feel confusing and intimidating, but it doesn’t have to be – we’re here to help!

The Wisconsin Humane Society invites you to attend Leaving a Legacy: Estate Planning 201, a free online workshop where you can have your financial and legal questions answered by estate planning experts! All are welcome, whether or not you were able to attend our Estate Planning 101 workshop in January!

This workshop will be hosted by the WHS Planned Giving team via Zoom on Tuesday, March 26 from 8:00 - 9:00 a.m. Along with a brief update on the lifesaving work happening every day at WHS, the workshop will also include a virtual round-table discussion with our experts Jack Simpson of Raymond James and Peter Wyant of Wyant Law Offices, S.C..

By attending Leaving a Legacy: Estate Planning 201, you’ll walk away with:
· Helpful tips for getting your plans in place
· A better grasp of estate planning language
· Easy next steps to make sure the legacy you leave has your stamp of approval

Attendance is limited, so reserve your spot today:

 

 

 

Jack Simpson is a Raymond James Branch Manager who has been advising clients since 1981.
A partner and friend of WHS, Simpson leads his team to work with clients to understand their unique circumstances and create personal and distinct plans that provide a roadmap for their financial journeys. He can support you with questions about non-cash gifts, decision-making about gifts left to beneficiaries in your will and retirement plans, plans to distribute investments during and beyond your lifetime, and much more.

Peter Wyant, attorney at Wyant Law Offices, S.C., focuses his practice on estate and wealth transfer planning along with trust and probate estate administration. An advocate and champion of animals, Wyant works with clients of all backgrounds to develop and implement the proper estate plan for each unique situation.
He can support you with questions about creating or updating your last will and testament, establishing a trust or estate that mirrors the legacy you wish to make, minimizing tax exposure, and much more 

 

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For assistance or to request information be sent to you if you’re unable to attend, please email plannedgiving@wihumane.org or call Meghan Hoffmann at 414-264-6257 x6146.