As featured on the Big Z Morning Show.
If something were to happen to you tomorrow, would your family be prepared to navigate the legal and financial complexities that follow? It is not an easy question to consider, but it is one of the most important. On May 8, you will have the opportunity to gain clear, practical guidance to help you plan with confidence.
Goldenberg Heller & Antognoli, P.C. partner Liz Heller is teaming up with Curtis Stephens of StephensPlanning.com to host a community Lunch & Learn on estate planning and taxes. The event is open to anyone in the Southern Illinois and St. Louis metro area who wants to better understand how to protect their assets and make sure their wishes are carried out for themselves and for the people they love.
Attendees will also have the opportunity to participate in event giveaways, including St. Louis Cardinals tickets!
Event Details
When: Friday, May 8, 2026
Starts at noon. Lunch provided.
The Wedge | 620 E Broadway Alton, IL 62002
This is a free event. Reserve your spot here.
Liz and Curtis will walk through the topics that come up most often when families realize they don’t have a plan in place or that the plan they have is outdated.
- The biggest estate planning mistakes people make
- The true purpose of estate planning
- How estate taxes may impact you and your family
- Strategies for asset protection and lawsuit protection
- Ways to improve tax efficiency and transfer wealth effectively
Whether you’re just starting to think about these things or you have a plan that hasn’t been updated in years, this event is designed to help you leave with clarity.
About Our Firm:
At Goldenberg Heller & Antognoli, we’ve helped clients across Southern Illinois and the St. Louis metro area navigate these questions for more than 40 years. We’ve seen firsthand what happens when families have a solid plan and what happens when they don’t. This event exists because we believe everyone deserves access to straightforward, honest information about protecting what they’ve worked for.
If you have questions beforehand, feel free to reach out to our office in Edwardsville at (618) 656-5150. We look forward to seeing you there.
Goldenberg Heller & Antognoli, P.C. is a full-service law firm serving Southern Illinois and the St. Louis metro area, with offices in Edwardsville, IL and Clayton, MO. For more on our estate planning practice, visit goldenbergheller.com.
