The American Bar Association states that 70% of Americans do not have a valid Final Will and Testament. The Prestonwood Foundation is holding a general information meeting if you are interested in receiving a free basic will.
Sunday, March 22
Sunday, March 29
For more information, please contact Ron Kelley at firstname.lastname@example.org or 972-820-5439.
But just as you excel in everything–in faith, in speech, in knowledge, in complete earnestness and in your love for us – see that you also excel in this grace of giving.
—2 Corinthians 8:7
Estate Planning Lunch-n-Learns
Monthly at Noon
Room A112 • Plano Campus
The Prestonwood Foundation is offering a series of lunchtime
sessions to offer information about relevant estate-planning issues.
Free, but registration is required. E-mail email@example.com
or call 972-820-5316.
AUGUST 29 – PLANNING FOR MINORS AND YOUNG ADULTS
Specific strategies to set up financial plans for your kids
SEPTEMBER 26 – PLANNING FOR LONG-TERM CARE
Why waiting to plan for nursing home care is not an option
FEBRUARY 27 – WHY YOU (MAY) NEED AN ILIT
The best estate-planning tool you’ve never heard of
MARCH 26 – MEDICAID ESSENTIALS
How Medicaid works and why you need to plan for it
APRIL 30 – SPECIAL NEEDS AND SUPPLEMENTAL TRUSTS
How to leverage estate planning for a special needs or disabled loved one
MAY 28 – WHY YOU (MAY) NEED A SLAT
How SLATs are “game changers” for spouses
JUNE 25 – PLANNING FOR INCAPACITY
Tackling the rising threat of adult incapacity and how to properly plan for it
JULY 30 – ESSENTIALS FOR BLENDED FAMILIES
Topical planning for blended families and second marriages
AUGUST 27 – THE CONVERSATION
Why having “The Conversation” is the best thing you can do