Estate Planning: The Key to Protecting Your Legacy

During this presentation, you will learn the difference between wills and trusts, as well as how to protect your life's savings and legacy from probate, estate taxes, and long-term care costs. Also addressed is how to pass assets to the next generation with protections from creditors, lawsuits, divorce, and taxes. Our goal is to bring you one step closer to gaining the peace of mind that comes from knowing that your affairs are in order.

Presented by Christine Sperry, CFP®, of State Bank of Cross Plains, and Matthew Underwood, estate planning and elder law attorney, of Underwood Legal, LLC.

Christine is an 18-year industry veteran with a passion for helping people prepare for their financial future. She is a CERTIFIED FINANCIAL PLANNERTM (CFP®) and is highly knowledgeable in creating personalized estate plans and providing financial guidance. 

Matthew Underwood founded Underwood Legal, LLC,  in 2012. His practice serves the Greater Madison Area, with a focus in helping individuals and families protect their life's savings.

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