17
Aug
Estate Planning: How to Avoid Probate and a Large Tax Liability
Description
Estate planning is a vital piece of any comprehensive financial plan and can help to keep your wealth out of the court system and away from family conflict. Probate can be a lengthy and costly process. No one wants to see their assets in the hands of the state or the IRS.
In this panel session we'll discuss:
-How to avoid probate
-Tax planning for estate plans
-Lifetime trusts for beneficiaries
-Plus answer your questions!
Our Speaker: Jennifer Solak
Jennifer Solak is an attorney with a private estate planning practice focused in Texas and Louisiana. Her passion is to serve families by helping them to protect their children, plan for their future, and in that process, keep their families out of court and conflict.
Join us for this interactive information session!
In this panel session we'll discuss:
-How to avoid probate
-Tax planning for estate plans
-Lifetime trusts for beneficiaries
-Plus answer your questions!
Our Speaker: Jennifer Solak
Jennifer Solak is an attorney with a private estate planning practice focused in Texas and Louisiana. Her passion is to serve families by helping them to protect their children, plan for their future, and in that process, keep their families out of court and conflict.
Join us for this interactive information session!
Date and Time
Wed, Aug 17, 2022
4:30p - 5:30p CST