Estate Planning for the Middle Class

Estate Planning for the Middle Class

You’re not Warren Buffet… You’re not even Jimmy Buffett. But you know you need an estate plan. And you know it’s not safe to assume a last will and testament is adequate to protect your family and your assets. Even the most carefully created will doesn’t defend your heirs and beneficiaries from estate taxes, expenses, publicity and delays of probate. What about your spouse or elderly parents with long-term care needs, potential future income, capital gains or estate tax issues?

While estate planning is often about planning for future actions, there are actions you can take today to insure future benefits for your beneficiaries, including your chosen passions for philanthropy. This interactive lecture-discussion will explore a variety of tools, including wills, gift annuities, tax considerations and other tools that will preserve a foundation for the future.

Instructor Patricia Bradley, J.D., is an attorney specializing in Estate Planning and Probate. For more information visit To RSVP, please call Maralie W. BeLonge at (505) 277-6179 or e-mail at

This lecture is FREE to Osher Members. For your convenience, this lecture will be presented twice, so don’t worry if you can’t make it to the first one.

The Estate Planning for the Middle Class
Thursday, March 8, 2012
UNM Continuing Education North Building
1634 University Blvd NE, in Albuquerque

The Estate Planning for the Middle Class
Wednesday, April 25, 2012
Del Webb Alegria Active Adult Community
901 Cottonwood Cir, in Bernalillo

The Osher Lifelong Learning Institute is an active and self-motivated group of people age 50+ who share curiosity and a love of learning. Keep yourself updated on current Osher events by becoming a fan of the Osher Lifelong Learning Institute on Face Book:

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