Estate Planning

Estate Planning

WED JAN 10 ♦ Roser Community Church offers free Estate Planning Seminars taught by Daniel Morse
Four sessions each from 4:00 – 5:00 and repeated from 5:30 – 6:30 in the Fellowship Hall.
Session 1         Wednesday, January 10
Session 2         Thursday, January 11
Session 3         Wednesday, January 17
Session 4         Thursday, January 18
Everyone is invited to join us for these informative, interactive seminars. The purpose is to provide information on estate planning and answer your questions and concerns.

You will discover the basic concept of estate planning, discuss the probate of wills, joint tenancy, beneficiary designations, and pay-on-death/transfer-on-death designations. Understand Powers of Attorney for Financial Management, Powers of Attorney for Healthcare, Living Wills, and HIPAA waivers and authorizations. Trusts, primarily revocable living trusts but mention the use of irrevocable trusts.

Please let us know that you plan to attend by sending an email to the church (info@roserchurch.com), calling the church office (941-778-0414) or writing “EPS” next to your name on the Sunday attendance pad!

Attorney Daniel W. Morse was born in Warren, Pennsylvania. Dan received his B.A. from the College of Wooster in Wooster, Ohio in 1976. He attended the University of Pittsburgh School of Law, and earned his LL.B. in 1979. Dan was admitted to the Wisconsin Bar in 1979, the Wisconsin and American Institutes of CPAs in 1982, the United States Tax Court in 1986, the Pennsylvania Bar in 1988, and the Florida Bar in 2013. Dan has the very highest AV rating and 5 out of 5 pre-eminence in the Estates and Trusts area of practice. Dan also practices in the Small Business formation of LLCs, S-Corps, and Partnerships, Income, Estate, Gift, and GST Tax Planning and Compliance.

Dan divides his time between Sarasota and Milwaukee, Wisconsin. His family has had a residence on Anna Maria Island since 1991. Dan’s wife, Holly, is a high school Spanish teacher.  They have three children, Jenny, a Professor of English, in Colorado, Katie, a dedicated triathlete and social marketing blogger in California, and Ty, an entrepreneur in Pennsylvania with his wife, Tara, and their children, London and Lincoln.

Roser Church is located near the Anna Maria City Pier at 512 Pine Avenue. For more information call the church office at 941-778-0414, email info@roserchurch.com, go to www.roserchurch.com or find us on Facebook at www.facebook.com/roserchurch.