About this Event
What happens to everything you’ve built… if something happens to you?
Join Money & Matters for an educational Estate Planning & Wealth Structure Seminar designed to help families protect their assets, minimize tax exposure, and avoid unnecessary probate delays.
Most estate plans are incomplete, outdated, or improperly coordinated — leaving loved ones vulnerable to court costs, confusion, and preventable taxes.
This seminar will walk you through how to properly structure your estate with clarity and intention.
What We’ll Cover:
• How to avoid probate and costly court delays
• The difference between wills and trusts — and when you need both
• Proper beneficiary coordination
• Asset protection for homeowners and business owners
• Strategies for minimizing estate and income taxes
• Recent OBBBA updates and how they may impact trust planning and tax efficiency
This is a strategic, educational session — not a sales presentation.
If you own property, operate a business, have retirement accounts, or want to ensure your family avoids unnecessary stress and taxation, this event is for you.
Who Should Attend:
• Homeowners
• Retirees & Pre-Retirees
• Business Owners
• Families with minor children
• Anyone serious about protecting generational wealth
📍 Free Live In-Person Seminar
Rita & Truett Smith Public Library
300 Country Club Rd., Bldg 100
Wylie, TX 75098
Due to the venue’s availability, our seminar has been rescheduled to:
🗓March 23, 2026 - Monday
🕕 6:00 PM
Limited seating is available to allow for meaningful discussion and Q&A.
Reserve your seat today.
Event Venue & Nearby Stays
Rita & Truett Smith Public Library, 300 Country Club Road, Wylie, United States
USD 0.00
