Skip to content 
Will the State of Texas be the One Pulling the Plug?
In OUR FREE FACEBOOK LIVE EVENT, WE WILL SHOW YOU EXACTLY THAT, AND MORE!
Date: Wednesday, August 28th, 2024
Time: 10:30AM – 11:00AM
JOIN OUR FACEBOOK PAGE
Hosting Attorney: Megone Trewick, Lead Estate Planning, Probate & Guardianship Director
After the seminar, you'll understand:
- The differences between wills and trusts
- Definition and purpose of a will and a trust
- Key Differences between them
- When to use them accordingly
- How to draft and update a will
- Essential components of a will
- Legal requirements for a valid will
- Steps to draft a will
- Updating a will
- Setting up and maintaining a trust
- Steps to set up a trust
- Naming a trustee and beneficiaries
- Funding the trust with assets
- Legal and financial considerations
- Ongoing maintenance
- Minimizing estate taxes
- Overview of estate taxes
- Strategies to minimize estate taxes
- Importance of tax planning
- Avoiding probate
- Definition and process of probate
- Reasons to avoid probate
- Strategies to bypass probate
- Powers of attorney and advanced directives
- Definition and purpose of powers of attorney (POA)
- Creating a power of attorney
- Importance of advanced directives
- Regular review and updates
After the seminar, you'll understand:
- The differences between wills and trusts
- Definition and purpose of a will and a trust
- Key Differences between them
- When to use them accordingly
- How to draft and update a will
- Essential components of a will
- Legal requirements for a valid will
- Steps to draft a will
- Updating a will
- Setting up and maintaining a trust
- Steps to set up a trust
- Naming a trustee and beneficiaries
- Funding the trust with assets
- Legal and financial considerations
- Ongoing maintenance
- Minimizing estate taxes
- Overview of estate taxes
- Strategies to minimize estate taxes
- Importance of tax planning
- Avoiding probate
- Definition and process of probate
- Reasons to avoid probate
- Strategies to bypass probate
- Powers of attorney and advanced directives
- Definition and purpose of powers of attorney (POA)
- Creating a power of attorney
- Importance of advanced directives
- Regular review and updates
They truly have my best interest at heart.
“I am so pleased I hired this firm. Everyone I have dealt with, Attorney Bell, Kiara S., and Sherea S. have been extremely professional and courteous. They always keep me updated with my case and …”
Rated 5 out of 5
