Events

Estate Planning for Families and Seniors Webinar

Register Now
Zachary J. Montgomery JD, CPA, CFE
Hosted By: Zachary J. Montgomery, JD, CPA, CFE
Managing Member
Event Date: 
February 20, 2023
zachary@providentcounsel.com

Join us at 3:00 P.M. on Tuesday, February 20th, 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. 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

Share this event
Zachary J. Montgomery JD, CPA, CFE
Hosted By: Zachary J. Montgomery, JD, CPA, CFE
Managing Member
Event Date: 
February 20, 2023
zachary@providentcounsel.com
Provident Legal Counsel (PLC) white logo
Join our newsletter to stay up to date on PLC news and insights.
Subscribe
By subscribing, you agree with our Privacy Policy and provide consent to receive updates from our company.
Thank you for subscribing!
Oops! Something went wrong while submitting the form.
© 2023 Provident Legal Counsel, PLLC. All rights reserved.