Evaluating Your Estate Plan

An "Evaluating Your Estate Plan" workshop will be held on Tuesday, June 24 from 9:30 a.m. to 4 p.m. at the Webster County Extension and Oureach office located at 217 S 25th St. Ste. C-12, Fort Dodge, IA.  For more information and to register, please call 515-576-2119.  The cost is $50 per person and lunch is included, space is limited.
Topics Covered include:

  • Language of Estate Planning
  • Property Ownership
  • Use of Business Entities
  • Transferring Decision Making Control
  • Gift, Estate, & Inheritance Taxes
  • Calculating Retirement Cost
  • Setting Goals
  • Steps for Implementing Your Estate Plan
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