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.
APRIL 25 – CURRENT TRENDS IN ESTATE TAX/GIFT TAX/GST
How the 2017 tax bill affects your estate plan
MAY 30 – POWERS OF ATTORNEY
What they are, how they work, why you need them now
JUNE 13 – IDENTIFYING AND PREVENTING ELDER-ABUSE FRAUD
How to identify and prevent scams against seniors
JULY 25 – DIGITAL ASSETS
How to legally pass on “digital assets” – passwords, e-mail, PINs, social media profiles, etc.
AUGUST 29 – PLANNING FOR MINORS AND YOUNG ADULTS
Specific strategies to set up fi nancial plans for your kids
SEPTEMBER 26 – PLANNING FOR LONG-TERM CARE
Why waiting to plan for nursing home care is not an option
OCTOBER 31 – WHY YOU (MAY) NEED A TRUST
What they are, how they work, when to use them
NOVEMBER 21 – BENEFICIARY DESIGNATION TRAPS
How beneficiary designations can ruin estate plans
DECEMBER 19 – ESTATE PLANNING 101: THE GIFT THAT KEEPS ON GIVING
How estate planning improves quality of life
JANUARY 30 – BUILDING GENERATIONAL WEALTH THROUGH ESTATE PLANNING
How to use estate planning to change the financial trajectory of your family
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
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.
Check back soon for upcoming will drives.
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