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Free Living Trust Seminar

Where: Harry Myers Park
815 East Washington St.
Rockwall, TX 75087

When: Thursday, March 30, 2017 at 9:30am

Free Living Trust Seminar

Planning for the future, especially in terms of finances, is something that countless Americans deal with on a daily basis. From mapping out the next 5-10 years, to devising a strategy for retirement, to figuring out an approach to expenses for children – the stress from planning for a comfortable living can build rapidly.

Determining a plan for where your money goes after you pass may be an unpopular topic to discuss, but it is nonetheless a vital conversation to have.

Frequently individuals are unsure what the difference is between a will and a living trust – and that is precisely where we come in.

Our hour-long session will cover

  • The distinction between a trust and a will.
  • How our resources can help you put an easy and affordable plan in place for your spouse, children and other beneficiaries
  • Ways to minimize the burden on your family
  • How to avoid probate and minimize capital gains taxes
  • Invaluable information about estate planning
  • The necessities to preserving your legacy and safeguarding your family from extra legal burdens

Rockwall seminar

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