On Sept. 28th in Streamwood: 'Essentials of Estate Planning'

  • The September 28th session by Jigar Doshi of Bentron Financial Group covers estate planning from beginning to end, including the need to plan, the most common planning techniques and the documents involved throughout the process.

    The September 28th session by Jigar Doshi of Bentron Financial Group covers estate planning from beginning to end, including the need to plan, the most common planning techniques and the documents involved throughout the process. Courtesy of Matt Baron

 
 
Updated 9/1/2022 9:11 AM

"Failing to plan is planning to fail."

Sometimes attributed to Benjamin Franklin, sometimes to others, the root of the pithy saying isn't nearly as important as whether you heed its wisdom.

 

With "Essentials of Estate Planning," Jigar Doshi of Bentron Financial Group will lead a free presentation at 7 p.m. on Wednesday, September 28th at the Poplar Creek Public Library to fill this vital gap in individuals' knowledge of end-of-life preparation.

The library is located at 1405 S. Park Ave. and the event is open to in-district residents as well as anyone else who registers in advance. The event registration page is https://tinyurl.com/EssentialsOfEP and you can also register by contacting Paulette Harding at 331-808-3546 or pharding@pclib.org.

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 (CRPC), 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.

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Doshi has been providing clarity and vision to successful people for nearly 20 years, using his expertise to maximize returns and improve the client experience. 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.

Based in Downers Grove, Bentron Financial Group was founded in 2001 by Dr. Jim Flanagan, who 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 www.bentron.com.

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