EVENT DETAILS
- Date: Thursday, February 12th, 2025 at 10:30 AM, 12:30 PM or 6:00 PM
- Hosted At: Holiday Inn Express and Suites Conference Room
- Address: 4892 US Hwy West Sunset Valley, TX 78735
- View Detailed Map - Click Here
- Seating: Limited Seating to keep the workshop personal, engaging, and question-friendly.
- Guest: Designed for Individuals, Couples & Families, bring your spouse or guest, but be sure to include them when registering.
LETS DISCUSS
- The difference between wills and trusts, and which one is best for you
- How to protect your assets and establish a legacy that lasts for generations
- How to plan for incapacity, longterm care and healthcare decisions
- How to create a plan that achieves your goals and protects your life earnings
Who should attend: Married couples, singles, parents, retirees, families, or anyone eager to develop a thoughtful plan to safeguard the people they cherish and the assets they’ve worked a lifetime to build.
You’ll walk away with a clear, simple plan to protect your assets, secure your family, and build a lasting legacy.
Key Takeaways:
- Transfer Assets Privately
- Inheritance Protection
- Wills vs. Trusts: What is right for you?
- 2026 Tax-Efficient Strategies
Just a Few Details to RSVP:
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Whether you need a personalized estate plan or help handling a civil dispute, we're here to help
Take the first step toward protecting your legacy and giving your family lasting peace of mind. Whether you need a personalized estate plan or help handling a civil dispute, we're here to help.
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