Planning for Life & Death - TOOLS, TIPS, TRICKS & TRAPS

Parents, single or married adults, older adults or anyone who needs to get their legal affairs in order or updated, St. Pius X Health Ministry invites you to an Estate Planning workshop.

Join us on Thursday evening, October 5th from 7-9 PM in  the Rectory living room, 2506 Wauwatosa Ave. * Offered by Terry Campbell, Attorney at Law, Moertl, Wilkens & Campbell, S.C., the session will address:


General Durable Powers of Attorney – the trap of using a standard form and tips for including the right powers. Why making a mistake will force a court guardianship.


Wills, Probate and Trusts – the tools to properly distribute assets at death; tips for charitable giving; tricks to know how to avoid probate and tips to know when not to avoid probate. How a living trust does more than just avoid probate.


Beneficiary Designations – the trap that benefits the IRS. Reasons to use IRAs for charitable giving and the considerations in completing any beneficiary form.


Medicaid and Title 19 – understanding the estate recovery traps that wait for the surviving spouse and tools and tips to enable you to plan for long term care (i.e. at home, assisted living, nursing home). What you need to know about irrevocable trusts.


This workshop is free of charge, but for planning please RSVP by calling the parish office: 414-453-3875.


*Parking: Street parking or east church parking lot, enter building off Wauwatosa Ave. Follow signage.