7 Costly Mistakes Families Make In Their Estate Plans "Lunch & Learn"

Title: 7 Costly Mistakes Families Make In Their Estate Plans "Lunch & Learn"

Area: 1802 Industrial Blvd., Ste. B, Colleyville, Texas 76034

Date: Thursday, April 19, 2018

Time: 11:30 AM - 12:30 PM

Location: Conference Center at 1802 Industrial Blvd., Ste. B, Colleyville, Texas 76034

Address: 1802 Industrial Blvd., Ste. B, Colleyville, Texas 76034


Description

Attendees Will Learn:
• How traditional “bare bones” estate planning focuses primarily on passing wealth with no conditions or safeguards
• How to achieve estate planning goals while maximizing tax savings and creditor protection
• How to protect children from possible ex-spouses & creditors, remarriage protection after the death of a spouse, keeping assets within the original family unit
• How to distribute your estate to the people you choose, and when you choose
• How to avoid excessive attorney fees, court costs, and delays in passing on an inheritance
• And much more. . .

RSVP – Lunch & Learn


Bookings no longer allowed on this date.