Planning Your Will or Trust
Did you know that most people spend 40 years accumulating worldly wealth, 10 years trying to hold on to it, and only two hours in planning their estate? If this sounds familiar, now is the time to educate yourself about your options BEFORE you visit your attorney or investment advisor.
• Understanding Your Taxable Estate
• Ways to Avoid Probate
• Reducing Estate and Capital Gains Taxes
• Avoiding the Impact of IRA/401k Income Taxes
• Irrevocable vs. Revocable Living Trusts
Join us in the Biomedical Research Center Auditorium. To make your reservation, call (903) 877-7036.
8:30 a.m. – FREE health screenings, including blood pressure, cholesterol and glucose
9:30 a.m. – Planning your will or trust
11:45 a.m. – FREE lunch