Events

Make your reservation for Wills & Living Trusts for Fretz Park - Black

Box Theater

Fretz Park Branch Library
Address: 6990 Belt Line Rd, Dallas, TX 75254
Time: February 25, 2025, from 2:00 PM to 3:00 PM.
Mark S. Gardner
214=762-2327

Box Theater

Fretz Park Branch Library
Address: 6990 Belt Line Rd, Dallas, TX 75254
Time: February 25, 2025, from 6:00 PM to 7:00 PM.
Mark S. Gardner
214=762-2327

Box Theater

Fretz Park Branch Library
Address: 6990 Belt Line Rd, Dallas, TX 75254
Time: February 27, 2025, from 2:00 PM to 3:00 PM.
Mark S. Gardner
214=762-2327

Will & Living Trusts

An estate plan is essential for any individual, couple, or family that owns a home and has assets. Ensure your estate planning is in order by reviewing methods families use to avoid Probate Court delays and legal fees. Discover strategies and best practices to protect your family from unnecessary costs and wasted time in probate.
This workshop is designed to help you and your family avoid the most common costly mistakes. Join us for one of our complimentary sessions listed below. Space is limited.
Indexed Universal Life Insurance

    An Estate Plan is vital for any individual, couple or family that owns a home and has assets. Ensure that your

    Estate Planning is in good order by reviewing the methods families use to avoid the delays and legal fees of Probate Court. Learn various methods and best practices to protect your family from unnecessary costs and wasted time in Probate.
    You will learn the following topics, in easy to understand terms:
    • The advantages and disadvantages of Wills and Living Trusts
    • How Powers of Attorney work and don’t work (some may not be valid if you are disabled or pass away)
    • How Probate Court works and why you may want to avoid it for your family
    • Common missteps by families raising children with challenges, disabilities or special needs
    • Protecting your home from being swallowed up by nursing home care
    • Protecting your heirs inheritance from lawsuits, divorce and spend-thrifts
    • Common missteps by families raising children with challenges, disabilities or special needs
    • HOW THE NEW SECURE ACT AFFECTS YOUR TRUST AND/OR RETIREMENT ACCOUNTS
    • Learn about our “90 in 90 FORMulaTM” proprietary process
    This seminar is designed to help you and your family avoid the most common costly mistakes.
    Be our guest at this unique and FREE Educational presentation.