Tax Update, Retirement, and Estate Planning Event
"Everything you wanted to know about tax and estate planning, but were afraid to ask."
Presentation by:
Lorie Burch, estate planning attorney
&
Jeff Beckley, CPA
Date: January 17th Time: 6:30 p.m. - 8:00 p.m.
Location: 7920 Belt Line Road,1st floor, Dallas, TX 75254
Click here to RSVP |
New Year's Resolution 
An important resolution that should be on the list this year is to have your estate planning documents created or updated.
There are many types of documents that exist which help you customize both present and future plans. Knowing the proper planning is in order will give you and your loved ones peace of mind in the event something should happen.
For helpful information, click on the link below to hear Lorie talk about the various types of legal documents you should have and how they apply to individuals and families:
Hot Topics In Estate Planning & Probate: New Year's Resolution-Creating Your Documents
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How Parents Can Update Legal Documents To Include
Kids From a Previous Marriage
When a couple gets married and begins to build a new household sometimes this might involve kids from a previous marriage. Parents should ask themselves questions like, "Is the correct guardian or trustee designated for my children?".
Click on the link below to hear Lorie answer viewer questions on this topic by citing real situations, and learn what can happen when you do not have the proper planning.
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Do you have a question about Wills, Probate, Estate Planning,
or Powers of Attorney?
Would you like to hear examples on how other people structured their planning?
Check out the NEW Lorie L. Burch weekly educational video segment "Hot Topics In Estate Planning & Probate", click here.
To submit a question for the Lorie Burch mailbag, simply visit us online:
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