CAUTION ALL “BABY BOOMERS” AND SENIORS-ESTATE PLANNING AHEAD!

Two members of our church-Bob Ingold and Jim Brock will be co-leading a discussion of “Estate Planning Problems and How to Avoid Them” on January 12th at two different times of the day. The first will be at 11:00 a.m. in gym during the usual monthly meeting of Second Seniors. The other session will be that evening at 7:00 p.m. in the Gathering Room. Reservations are not required.

The discussion will include problems and solutions related to: (1) selection of the estate manager; (2) distribution problems related to underage, incapacitated, and spendthrift beneficiaries; (3) second marriage issues (is it possible to make your estate plans bimbo or bozo proof?); (4) IRA, life insurance and annuity beneficiary designations; (5) exposure of the estate to pay nursing home costs; (6) and how to keep your children from fighting over your tangible personal property.

Bob Ingold is an estate planning attorney with residential offices in Springfield, Bolivar and Branson. He served as vice president for estate planning at Southwest Baptist University from 1984 to 2005. He and his wife, Patty, have been members of Second since 1997, and together they have taught the pre-Kindergarten class in Sunday School for the past twelve years. Bob serves as an usher and as chairman of deacons. Bob and Patty have two children, Ryan, and his wife, Andrea, and Renee, and her husband, Robert Steele, and eight grandchildren.

Jim Brock has been with UMB Bank Investment and Wealth Management for three years and previously with Bank of America for 28 years. He and his wife, Suzanne, have been members of Second Baptist since 1981. They have four daughters: Stacy Forbis, Krista Moran, Jayme Butler, and Lindsey Brock. The Brocks have eight grandchildren.