Planning & Protecting Your Family Legacy Series

4940 Texas 121,Plano TX 75024

22 March, 2023

Description

Planning and Protecting Your Family Legacy Series ! Join us for Daiquiris & Apps while we discuss Planning & Protecting Your Family Legacy Series. Whether it's a rental property or a consulting business, a side hustle or a future dream, while it's easy to start a business, it takes planning to make sure your business and your family are protected for the future. This month, join me and my fancy friends, Attorney Daniel L. White, partner at Ward + White, Lawrence Ellis with NRL Mortgage, and Kevin McKee with Allstate Insurance, where we'll be sharing: How an investment property can help fund college education for the kids.How to use what you have to fund the investment property you want. How to structure a business to protect your assets and ensure they are able to be passed down should something happen to you.How to make sure the courts don't decide what happens to your business, your kids and your money. Why you need a family protection plan, even if you aren't rich (how it may be even more important for young families working their way up) What estate planning should cost and who pays the cost of a "too cheap" plan.Life Insurance & Umbrella policies why they are important.  Building Wealth Together! Live...Just Fancier! Thank you to all our Sponsors: Attorney Daniel L. White, partner at Ward + White Lawrence Ellis with NRL Mortgage Kevin McKee with Allstate Insurance Cathy Cappz Warren with Tiago Title The Owners of DAQ’s Daiquiris & More For hosting us!