Wine, Wills, Wealth

2000 Windy Terrace,Cedar Park TX 78613

08 June, 2021

Description

Join us for Wine, Wills, Wealth event followed by a wine tasting with Bent Oak Winery. Join us for a FREE wine tasting and educational event covering: Why you need an estate plan, even if you aren't rich (And, how it may be even more important for families of modest means). The 3 things your estate plan must include to keep your money out of the hands of the government (and almost certainly doesn't right now, even if you've worked with a lawyer).How often your Will or Trust needs to be reviewed and updated to ensure they work and don't become a pile of expensive and useless paper in your desk drawer.What estate planning should cost and who pays the cost of "too cheap" plans.How to ensure your kids are left in the hands of the guardian YOU choose and not the court.Special Guest: Austin Hon, CFP® founder and CEO of Momentum Private Wealth Management will be teaching what you need to know about wealth management for you and your family.Limited Space – Space for this event is limited. Save your spot and register early!