Estate Planning Trusts Lunch & Learn
Date and Time
Wednesday Jan 29, 2025
1:00 PM - 2:30 PM CST
Fees/Admission
Lunch will be complimentary during the presentation on Estate Planning Trusts
Contact Information
Martin Kvasnicka
Send Email
Description
Complimentary Lunch & Learn -
Wednesday, January 29nd, 2025 1:00 PM at Townee Restaurant 508 N. Milwaukee Ave., Libertyville, IL 60048
Presented by Stan Valle of Legacy Planning Solutions, LLC & Martin Kvasnicka of Linden Funerals LLC
ASSET PROTECTION VEHICLES
You’ve worked hard and saved for years, but are your assets in the best vehicle to serve you or your family? This
presentation will discuss strategies to protect your assets and leave a legacy through Estate Planning Trusts,
Irrevocable Funeral Trusts, Medicaid Compliant Annuities, and Medicaid Compliant Spending.
The NGL Estate Planning Trust
When a will is not enough, National Guardian Life Insurance Company (NGL) offers the NGL Estate Planning Trust. For more than 100 years, NGL has been dedicated to helping people like you provide a future of financial strength and stability for their loved ones. By working together and creating a financial plan that best fits your needs, NGL can offer protection for those who matter to you. We understand the value of yourlegacy. That is why the NGL Estate Planning Trust not only protects your assets while you are alive, but transfers them to your beneficiaries when you pass away.
