Protect Your Legacy and the People You Love
A Plain-English Guide to Estate Planning in Retirement
LOCATION:
Kankakee Community College
100 College Drive, Kankakee, IL 60901
Class offered on Tuesday and Thursday
Please register for the day that works best for you
Educational Class
Estate Planning and Retirement
According to Trust & Will's 2025 Estate Planning Report, the largest study of its kind, 55% of American adults have no estate plan at all: no will, no trust, no directions. After a lifetime of building and saving, going without a clear plan can hand your most important decisions to the courts, create needless cost and delay for your family, and put everything you've worked for at risk.
Curriculum:
- Estate Planning Essentials
- Understand the core documents every plan needs — wills, trusts, powers of attorney, and healthcare directives — in plain English.
- Learn the real difference between a will and a living trust, and when each one actually makes sense.
- See how the right documents keep you in control if you’re ever unable to make decisions for yourself.
- Avoiding Probate — and Keeping Your Affairs Private
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- Learn what probate really is, what it costs your family in time and money, and why so many work to avoid it.
- Discover how tools like living trusts and proper titling can pass assets outside of probate.
- Understand how to keep your financial and family matters private rather than part of the public record.
- Beneficiaries & Titling: The Part Most People Get Wrong
- Learn why your retirement accounts, life insurance, and account titling can override the instructions in your will.
- See how a single outdated beneficiary form can send assets to the wrong person entirely.
- Get a framework for reviewing and coordinating your designations so nothing slips through the cracks.
- Legacy, Gifting & Minimizing Taxes and Costs
- Explore how to provide for a surviving spouse while still protecting children from a first marriage or blended family.
- Learn ways to pass an inheritance on responsibly — and help shield it from creditors, divorce, or mismanagement.
- Understand guardianship and planning considerations for the loved ones who depend on you.
- Protecting Your Spouse, Children & Heirs
- Explore how to provide for a surviving spouse while still protecting children from a first marriage or blended family.
- Learn ways to pass an inheritance on responsibly — and help shield it from creditors, divorce, or mismanagement.
- Understand guardianship and planning considerations for the loved ones who depend on you.
Are You Sure Your Wishes Are Actually Protected?
Why do so many people — including those who’ve worked hard and saved carefully — go without a real estate plan? It’s rarely for lack of caring. More often, the topic feels complicated, uncomfortable, or easy to put off for one more year.
Estate planning isn’t just about writing a will. It’s about coordinating your accounts, your beneficiaries, your documents, and your wishes so everything works together — and so the people you love aren’t left guessing.
Join this Free Educational Workshop to Learn:
- The difference between a will and a trust — and which one fits your situation
- How to keep your family out of probate court
- Ways to protect your assets and pass them on efficiently
- How to plan for incapacity, not just death — powers of attorney and healthcare directives
- Sandwiches and drinks provided at no cost
Who Should Attend:
Anyone nearing retirement or already in retirement
When:
Tuesday, September 22nd, 2026, or Thursday, September 24th, 2026, 6:00pm (CDT)
Where:
Kankakee Community College
100 College Drive, Kankakee, IL 60901
Register for Class
Invest in Yourself & Your Family's Future
In today’s environment of uncertainty, taxes are one aspect of your financial life that is controllable — if you understand the rules and know how to limit your tax exposure.
We look forward to hosting you!
Class offered on Tuesday and Thursday
Please register for the day that works best for you