Enrichment Series: Estate Planning Essentials

Thursday, January 23, 2020
12:00p - 10:00p CST
Preston Plaza Conference Room - 1st Floor
17950 Preston Road
Dallas,
TX
75252
Join us for our afternoon or evening class:
Afternoon: 12:57 pm or Evening 6:27 pm
Come Learn....
Overview
Afternoon: 12:57 pm or Evening 6:27 pm
Come Learn....
- Who should inherit your assets?
- Transferring Property at death
- Living Trusts vs. Wills
- Planning for Incapacity
- The importance of updating your plan
Overview
- Should I be concerned about federal estate tax?
- Avoiding probate
- QTIP trusts for blended families
- Revocable vs. Irrevocable Trusts
- Charitable Remainder Trusts