Middleton Public Library
Address: 7425 Hubbard Avenue, Middleton, WI 53562
Phone: 608-831-5564     Email: info@midlibrary.org

8 Things Every Wisconsinite Should Know About Estate, Finance, and End-of-life Planning

Tuesday, August 23, at 6:30pm    Add this event to your calendar
Location: In the downstairs Archer Room (through the lobby stairwell)
Sign-up RequiredRegister Online

Topics will include: 

• Wisconsin is not next-of-kin for POAs 

• Gift tax scenarios 

• Probate vs. Non-probate 

• Elder financial abuse prevention 

• Naming beneficiaries properly 

• Passing along ownership of a 529/Education account 

Presented by: 

Estate Planning Attorney- Daniel Purtell, Wilson Law Group

Wealth Planning – Dr. Laurie Ellis-McLeod,  AERIE Preferred Financial Group