Estate Planning, Probate & Elder Law Tips, Tricks, News, Upcoming Events & More

Just Having the Right Estate Planning Documents Doesn’t Mean You Have a Plan

Our March 2017 Estate Planning Workshop Covers the 3 Steps You Need to Know to Plan and Protect You, Your Family, and Your Stuff:

1. Know the Rules
2. Know Your Predators
3. Know Your Options

LEARN ANSWERS TO COMMON QUESTIONS LIKE THESE:

  • How can I protect my “STUFF” from the Government, Family, and Long Term Care?
  • What is a Power of Attorney, a Living Will, and a Medical Power of Attorney?
  • How can I avoid Probate?
  • Can/Should I give my “STUFF” to my kids/others?
  • If I give my “STUFF” away, will it take 60 moth for it to be safe?
  • What is a trust? What’s the difference between a revocable and an irrevocable trust?
  • How can I plan for my disabled beneficiaries?
  • Is my IRA safe? Do I need special planning for it?
  • How can I avoid estate taxes?

WHEN:

Wednesday, March 22, 2017, 11:30 a.m. to 1:00 p.m. (Lunch provided- Speaker Starts at 11:40 a.m.)

WHERE:

The Law Firm of Smith & Smith, P.C.
32935 Tamina Road, Ste. 101
Magnolia, TX  77354

LIMITED SEATING – RESERVATIONS REQUIRED:

R.S.V.P. at (832) 446-6444, or info@bdsmith-law.com by noon, March 20, 2017.

Monique Hineline

Smith & Smith are very professional, informative, and relatable with examples and stories to ease the estate planning process. I had the best time at their lunch and learn. Even if you already have your estate planning in place I highly recommend attending a lunch and learn. Thanks Smith & Smith!