Plano/Richardson/Allen - Free Educational Workshop - Wills, Living Trusts & Related Strategies
Schedule
Wed Oct 09 2024 at 06:00 pm to 07:15 pm
UTC-05:00Location
Collin County Community College- Spring Creek Campus | Plano, TX
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Peak American & Book Law Invite You to an Exclusive Educational Event: Wills, Living Trusts & Related Strategies
This workshop is designed to help you and your family avoid the most common (and costly!) estate planning mistakes most people make, either by failing to plan or planning the wrong way.
An estate plan is vital for any individual, couple or family that has assets and people they care about. It’s time to make sure your Estate Planning is current and in good working order. You will learn various methods on how your family can be protected from unnecessary legal fees and wasted time with Probate and potentially prevent the loss of your hard-earned assets from a nursing home or other looming threats to you or your loved one. Lastly, we will discuss actionable tactics you can use to reduce taxes and protect your savings. This seminar will provide you with facts that are straightforward and easy to understand.
We will discuss several important issues, including:
- Powers of Attorney and other essential estate planning documents every person needs.
- Wills vs. Trusts… How do they work?
- How Probate works and why you may want to avoid it for your family.
- Why putting property in children’s names may be a mistake.
- Potential pitfalls of “Payable on Death” and “Transfer on Death.”
- Tax basics, including simple and powerful tax reduction techniques.
- How to protect your home and your savings if you end up in a nursing home.
- How you may be able to protect assets inherited by your heirs from lawsuits, divorce, and other claims.
- How the new SECURE Act affects your trust and/or retirement accounts.
- Secrets of the wealthy and how they effectively use these tools
WHEN:
Wednesday, October 9, 2024 @ 6:00 p.m.
WHERE:
Collin College - Plano Campus
Conference Center, Room AA135C
2800 E Spring Creek Pkwy
Plano, TX 75074
Please arrive at 5:45 p.m., hard start at 6 p.m.
YOU MUST REGISTER AT THE LINK BELOW
(DON'T WORRY, IT'S COMPLETELY FREE):
Register online at: https://www.yoursvp.com/KUQHUX
OR
Call our reservation line at: (833) 758-3822 (Toll-Free, 24 Hours)
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Where is it happening?
Collin County Community College- Spring Creek Campus, Plano, United StatesEvent Location & Nearby Stays:
