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

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Hosting Attorney: Megone Trewick, Lead Estate Planning, Probate & Guardianship Director

Facebook Live Q&A Event

After the seminar, you'll understand:

  1. The differences between wills and trusts
    • Definition and purpose of a will and a trust
    • Key Differences between them
    • When to use them accordingly
  2. 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
  3. 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
  1. Minimizing estate taxes
    • Overview of estate taxes
    • Strategies to minimize estate taxes
    • Importance of tax planning
  2. Avoiding probate
    • Definition and process of probate
    • Reasons to avoid probate
    • Strategies to bypass probate
  3. 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:

  1. The differences between wills and trusts
    • Definition and purpose of a will and a trust
    • Key Differences between them
    • When to use them accordingly
  2. 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
  3. 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
  4. Minimizing estate taxes
    • Overview of estate taxes
    • Strategies to minimize estate taxes
    • Importance of tax planning
  5. Avoiding probate
    • Definition and process of probate
    • Reasons to avoid probate
    • Strategies to bypass probate
  6. 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
Megone Trewick, Lead Estate Planning & Probate Attorney at the Law Office of Bryan Fagan, PLLC serving the Houston Office
Megone Eulanda Trewick
The Heights Office
Lead Estate Planning, Probate, and Guardianship Attorney
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

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Glenda Clausell, Supervising Attorney at the Law Office of Bryan Fagan, PLLC serving the Houston Office

Glenda Clausell

Family Law Attorney
Law Office of Bryan Fagan

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