Plan today! Don't Leave Your Heirs Picking up the Pieces
Planning and making end-of-life choices is hard and not something most of us want to talk about. After all, when we are gone, we no longer need to make any decisions, nor can we care about the “correctness” of those decisions. We’ve fought all of our lives to be responsible, but death allows us to escape any further responsibility.
But someone needs to make decisions after we’re gone. By some estimates, there are 150 different decisions that need to be made, some economic and some not. It would be thoughtful of us to provide some guidance to those future decision makers regarding our wishes. These wishes might include what will happen with our bodies, what kind of service, what’s in the obituary, who should be notified and how we want to be remembered.
Additionally, there is the financial piece connected to the passing of a loved one. How does one prepare for end-of-life costs and how do our assets pass on to our heirs? What are the pros and cons of a prepaid funeral, a separate end-of-life fund, burial insurance, life insurance, making provisions in a will or trust, or giving money to the individual who is expected to manage your affairs?
Join us for a discussion with Melissa Theisen, Advanced Planning & Aftercare Specialist, Gunderson Funeral Homes and Attorney Peter Osman, Borakove Osman, LLC addressing the 100+ decisions that accompany the passing of a loved one.
Attorney Peter C. Osman, is a partner at and cofounder of BORAKOVE/OSMAN LLC, a boutique estate planning and business planning law firm in Madison, WI. He is a graduate of the University of Wisconsin Law School, and a Wisconsin-licensed attorney. He pursued his undergraduate studies at both the University of Minnesota – Twin Cities and the University of Wisconsin – Madison, receiving his BA with honors. Peter focuses his practice in the areas of estate planning, elder planning, business planning, and estate administration. As part of his practice, Peter has received extensive continuing education in the areas of Estate Planning, Estate Settlement, and Elder Law. The attorneys of Borakove/Osman LLC focus their practice on assisting clients at all levels of estate planning and have developed customized strategies to fit client needs at many different service levels and price points. This ensures that each client receives an estate plan that is right for their family, their goals, and their budget.
Melissa Theisen is an Advanced Planning and Aftercare Specialist with Gunderson Funeral Homes. In this role she assists families make important decisions about their final arrangements in advance. She has had a wide variety of experiences helping people throughout her career as the Director of Development and Communications with the Alzheimer's & Dementia Alliance of Wisconsin, Sales and Marketing Specialist with Trails Media Group, and Executive Director for the Mount Horeb Area Chamber of Commerce. Melissa holds a BA in Commuinication and Media Studies from UW-Whitewater.
This presentation will be recorded.
If you have preliminary questions for the speakers, please send to Program Coordinators Sandi Haase at sandi.haase@wisc.edu and Tom Eggert at tleggert@wisc.edu by Monday, May 6.
Click here for a printable map of Oakwood Community Grounds for Parking and Room location. 
Food Pantry Contributions:
Checks payable to UW-Foundation, with "Open Seat" on the memo line may be mailed to UWRA at the address below.
Registration Deadline: Friday, May 10.
Registration:
Advance registration is required. You are encouraged to register online. To register by phone or email, call the Association office. If you or your guest registered for this seminar but cannot attend, please cancel your registration online, or email/call the UWRA office.
UW-Madison Retirement Association
21 N Park St, Room 7205
Madison WI 53715-1218
608-262-0641
retireassn@mailplus.wisc.edu
