Estate Planning 101: Preserving & Protecting Your Family & Legacy
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Now more than ever, it is vital to have a plan in place that will protect your assets, provide for your family, and spare them the burden of unnecessary expenses, taxes and delays.
During the webinar, we'll discuss:
- How to control who gets what, when and how
- How to avoid probate
- Intestacy and how it affects estate distribution
- The difference between a revocable or irrevocable trust
- The importance of having a trust and life insurance policy if you're from a blended family -
- 4 Strategies that could help reduce taxes
- How to NOT disinherit your children and grandchildren because of divorce or other triggering event.
- Invest according to the legacy you want to leave
- Take full advantage of current tax law updates
- Mitigate rising taxes affecting your cash flow.
- Plan for the 3 major mistakes pre-retirees and retirees make when developing their estate plan.
- Minimize taxes on your retirement income distributions
- Protect yourself from rising health and long term care costs
and more!
Date and Time
Location
Hosts
Registration
- Date: 25 Jul 2024
- Time: 12:00 PM to 01:00 PM
- All times are (UTC-05:00) Central Time (US & Canada)
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- Co-sponsored by David Sandhu
- Starts 08 July 2024 10:54 AM
- Ends 25 July 2024 10:56 AM
- All times are (UTC-05:00) Central Time (US & Canada)
- No Admission Charge
Speakers
David of EverSource Wealth Advisors
Estate Planning 101: Preserving & Protecting Your Family & Legacy
Biography:
David formerly worked for SpaceX, Raytheon and Lockheed Martin as an engineer before he transitioned to the financial services industry.
After his father passed away, David helped his mom through some tough financial questions, and that gave him the spark to pursue a career in financial planning. David is passionate about serving others and lives by Zig Ziglar’s famous saying, “You can have everything in life you want, if you will just help enough other people get what they want.”
He knows first-hand that true happiness is experienced when helping others. David Sandhu is an investment advisor representative with EverSource Welath Advisors, a registered investment advisor.
Email:
Address:Texas, United States
Matthew of Davidson Law Group
Estate Planning 101: Preserving & Protecting Your Family & Legacy
Biography:
Matthew Davidson was born in Austin, Texas. He spent his high school years on a family ranch in Dripping Springs, part of the beautiful Texas Hill Country. He then attended and graduated from the University of Texas at Austin with a Bachelor of Arts in English and American Studies.
After working in the financial industry, Matthew attended Regent University School of Law in Virginia Beach, Virginia, where he earned his Juris Doctorate. Following law school, he moved back to his home state and began practicing in Fort Worth. Soon after, Matthew and his brother, James, established the Davidson Law Group in Fort Worth with a concentration on estate planning, elder law, and probate.
Matthew’s welcoming personality and genuine passion for helping others is what led him to these practice areas, for which he has become renowned. With the goal of helping hardworking men and women protect what they have earned throughout their lifetimes, he creates meaningful, life-long relationships with his clients, and is always there when they need him.
Matthew has been recognized by Fort Worth Magazine and 360 West Magazine as a Top Attorney in multiple years and has been the recipient of several awards, including Best Attorneys in America 2015, the Nation’s Top One Percent by the National Association of Distinguished Counsel, and Super Lawyers Rising Stars. Matthew has an AVVO rating of 10.0 and a 5-star AVVO Client Rating.
He is also a member of Wealth Counsel, ElderCounsel, and the National Association of Elder Law Attorneys, and currently serves on the Board of the Center for Transforming Lives Foundation.
Matthew enjoys time with his wife, Brianna, his children, Hayden, Clay, and Sylvia, and other family and friends. He is also an avid outdoorsman, sports fan, and music enthusiast.
Agenda
12:00 Introduction
12:05 Presentation Begins
12:50 Q&A