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Enrichment Series: Estate Planning Essentials




Enrichment Series: Estate Planning Essentials

Thursday, January 23, 2020

12:00p - 10:00p CST

Preston Plaza Conference Room - 1st Floor

Preston Plaza Conference Room - 1st Floor

17950 Preston Road
Dallas, TX 75252
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Join us for our afternoon or evening class:
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

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