Starting Wednesday, October 16, 2024 from 6:30-7:30PM and continuing at the same time the following two Wednesdays, Bruce Tammi will be presenting an educational series for anyone 18 years or older on Wisconsin law as to who makes decisions for a temporarily or permanently incapacitated person, and basic estate planning. Each session will be in the sanctuary of Jerusalem Presbyterian Church, Wales, Wisconsin.
October 16th First Session Topic– In Wisconsin, who makes health and supportive care decisions for a person when the person cannot do so either temporarily or permanently, and the importance of advance planning.
-Who can make health and other care decisions for a person unable to do so?
-Powers of Attorney for health care decisions
-Advance Directives
-Assisted Decision Making
-Decision making for minor children when parents cannot do so
-What happens if there is no advance planning
October 23rd Second Session-In Wisconsin, who makes financial decisions for a person when the person cannot do so either temporarily or permanently, and the importance of advance planning.
-Who can make financial decisions for a person either temporarily or permanently unable to do so?
-Powers of attorney for finances, general and specific
-Trusts, account designations, other financial tools
-Safe practices when allowing someone to access and manage your finances.
-What happens if there is no advance planning?
October 30th Third Session-In Wisconsin, what happens to your property when you die, and the importance of advance planning.
– What happens to your property if there is no advance planning?
– Basic estate planning using beneficiary (TOD or POD) designation, joint accounts.
– The basics about Wills and Trusts
Bruce Tammi is a recently retired attorney with 40+ years’ experience counseling persons in planning for unexpected events which may lead to the person being unable to make decisions, and efficient ways to pass on property after death.