Estate Planning Workshop | Matthews Law Office, PLLC in partnership with the Brainerd Lakes Area Community Foundation

Location

Matthews Law Office, PLLC
24052 Smiley Road 56468
Nissway, MN 56468 United States
View Map

Organizer Info

Brainerd Lakes Area Community Foundation
View Organizer Website
(218) 824-5633

Event Overview

Making a plan for the future is one of the most meaningful steps you can take for your family and your community. The Brainerd Lakes Area Community Foundation invites you to attend a free estate planning workshop this June, where you’ll learn how to align your plans with your values

Additional Event Details

Event Registration

Use the plus sign '+' next to the registration type you are interested in purchasing to select the number of registrations you would like to purchase.

Registration

The numbers below include tickets for this event already in your cart. Clicking "Get Tickets" will allow you to edit any existing attendee information as well as change ticket quantities.
Registration are no longer available
Row edge-slant Shape Decorative svg added to top

Event Details

Date: Tuesday, June 16
Time: 10:00 – 11:30 a.m.
Location: Matthews Law Office Legacy Learning Center (lower level), 24052 Smiley Road, Nisswa

Take a thoughtful step toward planning your future by attending this free estate planning workshop hosted by the Brainerd Lakes Area Community Foundation.

Designed to be approachable and informative, this session will walk through key estate planning concepts in a way that is easy to understand and relevant to real-life decisions. You’ll leave with practical knowledge to help you organize your plans and align them with your personal values.

Presenters:

  • Ed Matthews, Attorney & CPA, Matthews Law Office, PLLC
  • Terri Foster, Executive Director, Brainerd Lakes Area Community Foundation

Topics will include:

  • Estate planning fundamentals explained clearly
  • Understanding wills vs. trusts
  • Naming beneficiaries and avoiding common gaps
  • When a trust might be appropriate
  • Must-have healthcare and end-of-life documents
  • Charitable giving options and legacy planning
  • Tax-aware giving strategies
  • Open Q&A with experienced professionals

This workshop is free to attend, but registration is required.