National Estate Planning Awareness Month

By preparing an estate plan this October, you’re safeguarding more than matters of finances and inheritance, you’re guiding future health decisions, providing for loved ones, and creating your legacy. A few simple steps today will give you peace of mind tomorrow by ensuring you and your loved ones are well-protected. Your estate plan can also be used to support charitable causes that matter most to you, such as the quality programs and educational services offered to our community by PBS Wisconsin. Join other loyal public media supporters by requesting your FREE organizer, and then get your estate plan off the ground.

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Send me my FREE Personal Estate Planning Guide (Digital Copy) to help me organize my personal plans.

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We are available to answer your questions or to discuss your specific planned gift. Please let us know If you have included us in your plans. By informing us of your gift, you help us prepare for the future. You also give us the opportunity to thank you, ensure your giving instructions are clear, and invite you to join the Heritage Society.