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SUMMARY:APPLETON | Estate Planning with Wills\, Trusts and Beyond | 1/26/2026
DESCRIPTION:This presentation provides a practical overview of trusts and estate planning strategies designed to protect assets and beneficiaries. Led by an estate planning attorney and financial planner\, the session addresses common misconceptions\, the role of trusts in avoiding probate\, beneficiary designations\, inheritance protection planning\, and how integrated financial planning enhances long-term estate outcomes.
URL:https://events.annexwealth.com/event/appleton-understanding-trust-or-estate-planning-with-wills-trusts-and-beyond-1-26-2026/
LOCATION:Bubolz Nature Preserve\, 4815 N Lynndale Dr.\, Appleton\, WI\, 54913\, United States
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