Estate Planning Seminar

Join Estate Planning Attorney, Rob Jackson, Jr. and Professional Advisor, Robert Cornett, CFBS for an Estate Planning Seminar:  Things You Need to Know for Peace of Mind! 

·         Free Estate Planning Seminar -- Things you need to know for Peace of Mind

o    The Proper Way to Title Your Assets and Beneficiary Designations

o    Last Will

o    How to choose beneficiaries for your assets, name guardians for minor children and ensure your wishes are carried out

o    Portability and Maximizing Your Tax Exemptions

o    Probate Issues

o    Thoughts on Leaving a Legacy

·         Give and You Shall Receive -- Tips on Leaving a Legacy

o    Charitable Remainder Trust (CRT)

o    Charitable Gift Annuity

o    Wealth Replacement Trust

o    Charitable Lead Trust