Will & Estate Planning
The American Bar Association states that 60% 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.
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 protected] or call 972-820-5316.
Planning for Minors and Young Adults
Plano Campus: May 12
Specific strategies to care for your children and/or grandchildren.
End of Life Planning
Plano Campus: June 9
Why medical directives are a critical part of your estate plan.
Beneficiary Designation Traps
Plano Campus: July 7
How beneficiary designations can ruin estate plans.
Planning Essentials for Blended Families
Plano Campus: August 11
Specific strategies for blended families and second marriages.
Texas Estate Planning Update
Plano Campus: September 8
How recent changes to Texas law affect your estate plan.
Plano Campus: October 13
How Medicaid works and why you need to plan for it now.
Why EVERYONE Needs a Will (Even if You Have a Trust)
Plano Campus: November 10
The critical function of Wills, especially in the Metroplex.
Estate Planning: 101
Plano Campus: December 8
An overview of the critical steps in the estate planning process.