Events

Estate Planning for Families and Seniors Webinar

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Zachary J. Montgomery JD, CPA, CFE
Hosted By: Zachary J. Montgomery, JD, CPA, CFE
Managing Member
Event Date: 
November 28, 2023
zachary@providentcounsel.com

Join us at 3:00 P.M. on Tuesday, November 28th, for our webinar, hosted by Provident Financial Planning, LLC and sponsored by Provident Legal Counsel, PLLC, to learn about estate planning and how it can affect you and your family. We will 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

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Zachary J. Montgomery JD, CPA, CFE
Hosted By: Zachary J. Montgomery, JD, CPA, CFE
Managing Member
Event Date: 
November 28, 2023
zachary@providentcounsel.com
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