Join us at 10:00 A.M. on Tuesday, May 7, 2024, for our webinar to learn about estate planning and how it can affect you and your family. Zachary J. Montgomery, JD, CPA, CFE will be our panelist and cover various topics, including:
- Overview of estate planning and probate in Texas
- What happens if I die without a will?
- Planning Options: wills, trusts, and powers of attorney
- Strategies to protect assets and avoid potential pitfalls
- When to update estate plans due to births, deaths, divorces, or financial changes
- Healthcare and end-of-life planning
- Estate taxes and strategies to minimize their impact
- Special considerations for blended families and special needs individuals
