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Estate Planning Wills and Trust Workshop, Presented by Kylee Mollotte In-Person
Please join us for a presentation with Kylee Mollette of Retirement Fundamentals.
Protect your legacy and ensure your wishes are honored by planning ahead.
Secure your future and your family’s peace of mind:
- The essential elements of a legally sound will
- Why a living trust might be the right choice for you
- How to ensure your assets are distributed according to your wishes
- Avoid common mistakes that can lead to probate or family disputes
- Understand the difference between wills and trusts, and when to use each
- Protect your loved ones by naming guardians and establishing powers of attorney
- Strategies to minimize estate taxes and fees
- Ensure your healthcare wishes are honored with advanced directives
- What you need to know about updating and maintaining your estate plan
Kylee Mollotte graduated from Boise State University with a Bachelor's Degree in Business and Marketing. Kylee planted roots in Coeur d' Alene, ID, where she began her career in insurance, quickly working her way to the top of her company. Kylee successfully managed a team of insurance agents specializing in Medicare and financial services. She has since started her own company, Annuity Fundamentals, with partners, Ryan Anderson and Angelique Madson.
- Date:
- Thursday, April 3, 2025
- Time:
- 12:00pm - 1:30pm
- Time Zone:
- Pacific Time - US & Canada (change)
- Location:
- Meeting Room
- Library:
- Athol
- Audience:
- Adults Ages: 18+ Adults Ages: 55+
- Categories:
- Adult Programs > Financial