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Free Values-Based Estate Planning Workshop

Wednesday, April 26, 5 – 6:30 p.m.
**Please register by April 21 | Refreshments will be served.**

There are numerous benefits to creating a comprehensive estate plan. Advanced planning for the transfer of your assets ensures that your wishes are carried out. It also makes the transfer more efficient, less complicated, and less costly. Having a clear plan in place can protect your loved ones from needless worry and expense, reduce transactional costs, and allow you to avoid unnecessary tax liability.

The workshop will address these frequently-asked estate planning questions:

  • What estate planning documents do I need?
  • How can I minimize or eliminate estate taxes?
  • How can I pass stock income-tax free to my heirs?
  • How can I use Roth IRAs and Roth conversions as a family legacy tool?
  • What is an inherited IRA and how can I use my 401(k) and IRA to extend tax-deferred status to my children, grandchildren, and other heirs?
  • How can I avoid probate?
  • Do I need a trust?
  • How can I most effectively include charitable gifts in my estate planning?
  • How can long-term care partnership laws help protect my assets?

Workshop presenters:

Dwight P. Cummins is an attorney whose primary practice focuses on long-range planning and transactions. For over 30 years, Cummins has helped his clients complete transfers of wealth that are less complicated, more efficient, and less burdened with taxes and transaction costs. He focuses on estate planning for individuals and families, using trusts, wills, and charitable planning, as well as assisting with probate and trust administration after death. He also serves on a number of nonprofit boards, including the St. Croix Valley Foundation, the Lakeview Health System, and the Lakeview Hospital Foundation.

Todd S. Gillingham, JD, CFP®, ChFC, is a wealth advisor with the Landmark Group with over 25 years of experience with Thrivent Financial. His responsibilities include investments, wealth management, and estate and charitable planning. Gillingham has helped Thrivent Financial representatives across the country with estate planning cases and has spoken extensively on estate and charitable planning topics. He has also served as a source on financial planning issues for several media outlets, including The Wall Street Journal. Gillingham is the past board chair of the St. Croix Valley Foundation and The Phipps Center for the Arts.

Registration:

There is no cost to attend, but please register by April 21 by contacting JoAnna at The Phipps Center at 715.386.2305, ext. 101, or jdemulling@ThePhipps.org.