Workshop - Estate Planning Essentials: Steps to Protect You & Your Family
From this simple, comprehensive presentation, learn:
- how to retain control of your assets
- how to avoid Probate and minimize taxes in wealth and business transfer
- how to make provisions for your surviving spouse
- how to keep your affairs private and out of the courts
- how to protect your estate from creditors, predators, and disgruntled family members
- how to conserve your assets from catastrophic illness
- how Wills, Revocable Living Trusts, and Limited Liability Companies (LLCs) work
Featured Speakers to include:
James P. Seidl, Estate & Tax Planning Attorney
Thomas I. Hill, Certified Public Accountant, Certified Financial Planner®, of Hill & Davis, CPA, PC
David R. Wise, Agribusiness and Farm Insurance Specialist of DavidWise.com Insurance, LLC
You will receive:
- Free planning materials
- Free opportunity to speak with the featured speakers listed above
- Free follow-up consultation
Date: Wednesday, October 30, 2019, from 9:30 a.m. to 12:30 p.m.
Location: At the Farmville Train Station, 510 West Third Street, Farmville, VA 23901
Refreshments will be served and seating is limited.
Registration: Please register by October 28, 2019 by clicking here or by calling DavidWise.com Insurance at (434) 983-8780.
Click here for a printable flyer for these workshops.
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