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Your estate plan is one of the most meaningful gifts you can give to the ones you love. Without the right strategies in place, your family could face confusion, conflict, court delays, or financial loss at a time when they need support the most. Many delay this process, not realizing the risks or the importance of making informed decisions early.
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Register to learn how to:
• Avoid Simple Mistakes that Leave Grieving Families Vulnerable
• Protect Your Estate from Probate, Delays, & Unnecessary Legal Fees
• Minimize Estate Taxes to Transfer More Wealth to the People You Love
• Maintain Family Privacy & Asset Control with Trusts
• Safeguard from Incapacitation Using Powers of Attorney & Healthcare Directives
• Choose Trustworthy Executors, Trustees, & Guardians for Minors
• Implement Techniques for Blended Families, Stepchildren, or Special Circumstances
• Shield Assets from Creditors & the Government
• Know Exactly What to Do When a Loved One Dies
This class reveals the steps to keeping control of your assets and ensuring your wishes are honored. You’ll uncover common mistakes that leave families vulnerable, learn how trusts and other tools can simplify everything, and gain the confidence to put an effective plan in place.
We break down complex topics into clear, understandable concepts. You’ll learn how to make thoughtful choices that align with your values, priorities, and long-term goals.
Most importantly, you’ll leave with a personalized roadmap to keep you prepared, avoid unnecessary complications, and provide lasting security and peace of mind for the people you care about most.
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Event Venue & Nearby Stays
UT Arlington Continuing Education, 140 W Mitchell St, Arlington, TX 76010-1801, United States
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