Free, interactive workshop presented by Rachel Schromen, Founder of Schromen Law, in partnership with the Winona Community Foundation

Estate planning is about much more than signing legal documents, it’s about making thoughtful decisions for the people and causes you care about.

In this interactive workshop, you’ll learn the essential components of an estate plan while working through guided worksheets designed to help you organize your information, clarify your wishes, and identify important decisions before meeting with an attorney.

You’ll leave with a personalized planning worksheets that can serve as a valuable resource for your family, and a strong foundation for creating or updating your estate plan.

In this workshop, you’ll:

• Learn the essential estate planning documents and what they accomplish
• Organize important financial and personal information
• Consider who they would trust to serve in key decision-making roles
• Think through health care preferences before a crisis occurs
• Review beneficiary designations and charitable giving opportunities
• Create a personalized planning workbook to use with their attorney and loved ones

Who should attend?

Rachel Schromen is the founder and managing attorney of Schromen Law, LLC, an award-winning estate planning  and probate firm based in St. Paul. Recognized as one of the Twin Cities’ leading estate planning attorneys, Rachel is passionate about making complex legal topics approachable and empowering individuals and families to plan with confidence.

A proud Winona State University alumna, Rachel currently serves on the Winona State University Foundation Board of Trustees. She is a sought-after speaker throughout Minnesota, known for her engaging, practical, and compassionate approach to estate planning and legacy planning.

The Winona Community Foundation is a catalyst for igniting generosity and building the vibrant and enduring place we call home. We work with donors, nonprofits and professional advisors to meet immediate and long-term community needs through giving and granting. Our team of professionals are deeply familiar with the short-term, mid-term, and long-term needs of our community, as well as the nonprofits that are working to address those needs.

The Winona Community Foundation offers a range of charitable options and funds for individuals, families, businesses, and nonprofits to accomplish their philanthropic goals. As your trusted partner, resource, and steward for community philanthropy, the Foundation is committed to helping every individual give back in a way that is both meaningful to them and the causes they care about.

We strive to support and improve our community. We believe philanthropy has the power to transform lives and shape the future of our community and world. And, we believe everyone has the potential and capacity to be a philanthropist. With that as our guiding principle, we work to help people of all means improve our community and world – today and in the future.