William E. Hesch Program

You are Invited to See Bill and Amy Speak on May 2, 2013!!

Carriage Court of Kenwood is proud to host a complimentary one-hour program presented by

William E. Hesch, Esq., CPA, and PFS and Amy Pennekamp, Esq.

How to Avoid the Ten Most Common Estate-Planning Mistakes

Thursday, May 2, 2013

5:30 pm Registration, Hors d’oeuvres & Beverages

6:00 p.m. Program

6:45 p.m. Q&A

7:00 p.m. Conclusion & Tour

Carriage Court of Kenwood

4650 East Galbraith Road, Cincinnati, Ohio 45236

Please RSVP now @ 513.792.9697 or email ccke.mkt@meridiansenior.com. The event is free and open to the public, but space is limited.

Some topics include:

  • Life/Disability/Long-term care insurance.
  • Healthcare Power of Attorney, Living Will, and Financial Power of Attorney.
  • Failure to use a trust or transfer on death provisions for your assets resulting in your estate needing to go through probate.
  • Failure to designate beneficiaries of your IRAs, 401(k) and other retirement plans, resulting in negative tax consequences to your heirs.

Thank you!