Next Event Date: 

Tuesday, September 13, 2022

Are you ready to begin making decisions that will protect your savings and provide security for your family?

Join attorney Scott Ellis and other local investment professionals to learn more about Estate Planning and Investing in an Uncertain World

Tuesday, September 13, 2022

5:30 pm- 7:30 pm at Texas Music City Grill

5424 Old Jacksonville Hwy
Tyler, TX 75703

Meet and Greet 5:30-6:00pm

Dinner & Presentation 6:00-7:30 pm

Space is limited, RSVP today

click here for rsvp form: http://Access Form

Some topics covered during this webinar include:

  • The advantages and disadvantages of both wills and trusts.
  • How to keep your affairs private and your loved ones out of court
  • Probate and how to keep your family out of this expensive and time-consuming legal process.
  • How to help your heirs minimize, or even avoid, taxes after your passing.
  • Easy strategies to protect your children’s inheritance from being seized if they get divorced, sued, or file for bankruptcy in the future.
  • How to preserve your estate for your children should you pass away and your surviving spouse gets remarried (without a plan, your family’s inheritance will legally go to the new husband or wife).

We look forward to seeing you! Be sure to participate with your spouse, or feel free to invite a friend.