Estate Planning for the Middle Class April 25, 2012

You’re not Warren Buffett… You’re not even Jimmy Buffett.

But you know you need an estate plan. And you know it’s not safe to assume a last will and testament is adequate to protect your family and your assets. Even the most carefully created will doesn’t defend your heirs and beneficiaries from estate taxes, expenses, publicity and delays of probate. What about your spouse or elderly parents with long-term care needs, potential future income, capital gains or estate tax issues?

While estate planning is often about planning for future actions, there are actions you can take today to insure future benefits for your beneficiaries, including your chosen passions for philanthropy. This interactive lecture-discussion will explore a variety of tools, including wills, gift annuities, tax considerations and other tools that will preserve a foundation for the future.

This lecture, FREE to Osher Members, will be held at the Del Webb Alegria Active Adult Community, located at 901 Cottonwood Cir, in Bernalillo, from 5:30-7pm on Wednesday, April 25, 2012. Instructor Patricia Bradley, J.D., is an attorney specializing in Estate Planning and Probate. For more information visit http://dce.unm.edu/osher.htm. To RSVP, please call Maralie W. BeLonge at (505) 277-6179 or e-mail [email protected].

The Osher Lifelong Learning Institute is an active and self-motivated group of people age 50+ who share curiosity and a love of learning. Keep yourself updated on current Osher events by becoming a fan of the Osher Lifelong Learning Institute on Face Book: http://www.facebook.com/UNMOSHER

Official Website: http://dce.unm.edu/osher