You are Invited to See Bill and Amy Speak on May 2, 2013!!
Carriage Court of Kenwood is proud to host a complimentary one-hour program presented by
William E. Hesch, Esq., CPA, and PFS and Amy Pennekamp, Esq.
How to Avoid the Ten Most Common Estate-Planning Mistakes
Thursday, May 2, 2013
5:30 pm Registration, Hors d’oeuvres & Beverages
6:00 p.m. Program
6:45 p.m. Q&A
7:00 p.m. Conclusion & Tour
Carriage Court of Kenwood
4650 East Galbraith Road, Cincinnati, Ohio 45236
Please RSVP now @ 513.792.9697 or email ccke.mkt@meridiansenior.com. The event is free and open to the public, but space is limited.
Some topics include:
- Life/Disability/Long-term care insurance.
- Healthcare Power of Attorney, Living Will, and Financial Power of Attorney.
- Failure to use a trust or transfer on death provisions for your assets resulting in your estate needing to go through probate.
- Failure to designate beneficiaries of your IRAs, 401(k) and other retirement plans, resulting in negative tax consequences to your heirs.
Thank you!
