We've Moved! (Just around the corner.)
Our NEW address is:
650 East Carmel Drive, Suite 230, Carmel, Indiana 46032.
We're Moved! (Just around the corner)
Our NEW address is:
650 East Carmel Drive, Suite 230, Carmel, Indiana 46032.
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Jeff Stinson to Present Free Seminar on July 18

by | Jul 10, 2018 | Estate Planning | 0 comments

Jeff Stinson, in conjunction with Moldt Financial, is offering a free seminar on July 18, 2018 at 6:00 PM at the Clubhouse of Vandalia by Del Webb, 5266 John Quincy Adams Court, Plainfield, Indiana.  Plan to attend this free presentation where Jeff will discuss such “need-to-know” estate planning topics as:

  • The importance of Wills, Trusts, and Powers of Attorney
  • How to have your say in what happens to yourself, loved ones, and your assets when you are incapacitated or upon your passing
  • How to protect assets from death tax and long term care costs
  • How to minimize conflict between family members
  • How to protect family members from themselves

In addition, Moldt Financial will discuss Social Security benefits.  Please RSVP via email to Liz Detrick at liz@stinsonlawfirm.com if you plan to attend.