Estate Planning Seminar for Families and Seniors

Presentation By: 
Zachary J. Montgomery, JD, CPA, CFE

About this Event


Thursday, September 21, 2023

Event Has Ended



Attend this webinar on September 21st at 6:00 P.M. to learn about:

  • Overview of the estate planning and probate in Texas
  • Planning Options: last will, trust, powers of attorney, and healthcare directive
  • Strategies to protect assets and minimize potential pitfalls
  • When to update estate plans due to births, deaths, divorces, or financial changes
  • Attendees will learn how wills and trusts can help ensure their wishes are carried out
  • Healthcare and end-of-life planning
  • Estate taxes and provide strategies to minimize their impact
  • Special considerations for blended families and special needs individuals
  • Attendees will learn about the roles and responsibilities of executors and trustees