Estate Planning Presentations - Speaking Engagements
~~~~~~~~
PASSING IT ON, OR PASSING THE BUCK
Join us for a frank discussion about wills and trusts, living wills, powers of attorney, and what really happens in an age of entitlement.
This FREE seminar will focus on what you should consider in your estate planning, avoiding the most common mistakes, and how you can best protect yourself and your family – how to thoughtfully pass on a positive legacy, and not just pass the buck.
TUESDAY, JANUARY 13TH, 2026
2:00pm OR 6:00pm
390 E Farmland Dr,
Kaukauna, WI 54130
THURSDAY, JANUARY 15TH, 2026
390 E Farmland Dr,
Kaukauna, WI 54130
TUESDAY, FEBRUARY 17TH, 2026
2:00pm OR 6:00pm
2200 Dickinson Road, Unit 9
De Pere, Wisconsin 54115
SPACE IS LIMITED, PLEASE CALL OUR 24/7 RESERVATION LINE
920-266-9566
*If your organization, club, or association is interested in having our attorneys host a free educational presentation for your members related to estate planning, probate, trusts, asset protection, or other related topics, please contact our Client Services Team at (920) 558-9300 or contact@epgwi.com
in downtown The Estate Planning Group is a Wisconsin law firm based in the Fox Cities, Heart of the Valley – downtown Kaukauna, WI. The attorneys at The Estate Planning Group are focused on protecting and assisting individuals and business owners with all of their estate planning, probate, business succession planning, and Medicaid needs.
A Very Different Kind of Law Practice:
- Our Life & Legacy Planning approach emphasizes planning for life and positive outcomes - not a morbid "estate plan" that really only focuses on death and negative consequences.
- We provide unique and comprehensive critical planning options for parents with minor children - true protection for your Kids is a lot more than just guardianship in a Will.
- Our "No Surprises" Flat-fee Billing policy means our expert Life & Legacy Planning attorneys charge flat-fees for our legal planning services so you never have to worry about a surprise bill.
- Our "every question is an important one" policy encourages Communication from our clients. It is important to us to know that you know what your estate plan does!
- Complimentary plan reviews ensure that as our clients’ lives change, so does their estate plan.
- We Protect Your Family and Your Legacy - your estate plan will protect what's really important, it's more than just money!
- When you work with us, you become part of our Client Family - and we are here to support you and your loved ones through whatever happens.
Building and maintaining your financial future starts with strong financial skills! However, knowing how to protect and preserve your financial independence later in life and how to securely transfer your wealth to your chosen beneficiaries, can be an even greater gift!
Take the first step toward ensuring your financial assets are protected by attending this free 2018 Money Smart Week Seminar on how you can protect yourself and your family with a proper estate plan in place!
Come join us for a Family Life & Legacy Planning Presentation Wednesday, April 25th at the Weyers-Hillard Branch of the Brown County Library in Green Bay!
Learn about comprehensive legal life planning, the differences between wills and trusts, why everyone over 18 should have Powers of Attorney in place, the truth behind estate taxes in 2018, and more!
Join The Estate Planning Group and Unison Credit Union for this informative estate planning presentation being held during Money Smart Week 2018!
On Thursday, April 26th @ 6:00 pm at the Kaukauna Library, Attorney Kevin Davidson will offer a Family Life & Legacy Planning Presentation. Topics that will be discussed include comprehensive legal life planning, the differences between wills and trusts, why everyone over 18 should have Powers of Attorney in place, why most do not owe any estate taxes upon their passing, and more!
With the official end of summer a few weeks ago and Fall in full swing, now is the perfect time to complete your estate plan this year!
Take the first step by attending this free seminar to learn how you can protect yourself and your family and the many financial benefits that come with a proper estate plan in place!
Come join us for a Family Life & Legacy Planning Presentation Wednesday, September 26 at the Southwest Branch of the Brown County Library in Green Bay!
Learn about comprehensive legal life planning, the differences between wills and trusts, why everyone over 18 should have Powers of Attorney in place, the truth about estate taxes, and more!
Estate planning is a lifelong process, not a one-time decision. Learn the basics of estate planning documents including wills, trusts, and powers of attorney. We will discuss what you should be considering in your own estate planning documents and how you can best protect yourself and your family. Presented by Attorneys Kevin Davidson and Tracy Gibson of the Estate Planning Group.
Estate planning is a lifelong process, not a one-time decision. Learn the basics of estate planning documents including wills, trusts, and powers of attorney. We will discuss what you should be considering in your own estate planning documents and how you can best protect yourself and your family. Presented by Attorneys Kevin Davidson and Tracy Gibson of the Estate Planning Group.
Protecting our children is always top of mind for parents, but do you know what would happen to your minor children if you were no longer there? Child Protective Services & temporary placement in foster-care, guardianship battles, health care powers of attorney for minor children – these are just a few of the critical topics we’ll discuss. Join us to discover unique planning considerations for parents of minor children, and the top tools to ensure they are protected – no matter what happens.
Estate planning is a lifelong process, not a one-time decision. Learn the basics of estate planning documents including wills, trusts, and powers of attorney. We will discuss what you should be considering in your own estate planning documents and how you can best protect yourself and your family. Presented by Attorneys Kevin Davidson and Tracy Gibson of the Estate Planning Group.
Estate planning is a lifelong process, not a one-time decision. Learn the basics of estate planning documents including wills, trusts, and powers of attorney. We will discuss what you should be considering in your own estate planning documents and how you can best protect yourself and your family. Presented by Attorneys Kevin Davidson and Tracy Gibson of the Estate Planning Group.
Estate planning is a lifelong process, not a one-time decision. Learn the basics of estate planning documents including wills, trusts, and powers of attorney. We will discuss what you should be considering in your own estate planning documents and how you can best protect yourself and your family. Presented by Attorneys Kevin Davidson and Tracy Gibson of the Estate Planning Group.
Estate planning is a lifelong process, not a one-time decision. Learn the basics of estate planning documents including wills, trusts, and powers of attorney. We will discuss what you should be considering in your own estate planning documents and how you can best protect yourself and your family. Presented by Attorneys Kevin Davidson and Tracy Gibson of the Estate Planning Group.