Estate Planning Essentials – Simple steps you can take to protect your family and gain peace of mind

Part of Cascade Investment Group’s Financial Education Series

Estate planning challenges us to face topics that make us uncomfortable, like mortality and the pain of losing a loved one.  Others fear the unknown, like not really understanding what has to happen to transfer their estates.  Many people do not plan as a result and leave the disposition of their estates to the state in which they reside.

Join us as Lynn Vanatta Perry, a local attorney, discusses estate planning essentials that everyone needs to know, including an overview of the different documents available that will protect your family, your assets and your health.

Registration is required as seating is limited.  A complimentary lunch will be served.  Gluten-free and vegan options available.  Register today!

Lynn Vanatta Perry
Lynn Vanatta Perry has been an estate planning and elder law attorney for 29 years.  She enjoys working with all the generations of a family to manage current challenges and to plan for the future.

Contact Scott Rethi with Cascade Investment Group, Inc. with any questions:

Email

Phone: 719-632-0818