‘Estate Planning Explained’ on Jan. 17 in Libertyville

With “Estate Planning Explained,” Jigar Doshi of Bentron Financial Group will lead a free one-hour presentation at 1 p.m. on Wednesday, Jan. 17, at Cook Memorial Public Library, 413 N. Milwaukee Ave., in Libertyville.

To register, visit cooklib.org, click on the “Events” tab and find the program listing under Jan. 17 events.

Anyone with questions can also call the library at (847) 362-2330.

In the session, Doshi will cover the estate planning process from beginning to end, including the need to plan, the most common planning techniques and the documents involved. The class will also explain the difference between a will and a trust while providing attendees an understanding of probate, wills, power of attorney for healthcare, power of attorney for financial matters, living trusts, and guardianship appointments.

By the end of the session, attendees will have gained a thorough understanding of the steps they need to take to protect their spouse and heirs.

A Chartered Retirement Planning Counselor, Doshi has an undergraduate degree in chemical engineering from the University of Mumbai-India, and a master’s degree in Financial Markets from the Stuart School of Business-IIT Chicago.

He has been providing clarity and vision to successful people for nearly 20 years. His service includes investment advising, estate planning, risk management and watching out for clients’ overall financial well-being. He and his wife, Kosha, have two children and are active members of the Vernon Hills Indian Association.

Bentron Financial Group was founded by Dr. Jim Flanagan in 2001. He has provided financial guidance to people at or near retirement age for over 30 years. In that time, he has become a nationally recognized expert on financial issues impacting older adults and late-life transitions.

Flanagan is the author of “Packing For Retirement: A Practical Guide to Prepare for Retirement at Any Age.”

Bentron Financial Group is online at bentron.com.