Leaving a Legacy: Giving Beyond a Lifetime Workshop

2929 Unity Drive,Houston TX 77057

10 March, 2022

Description

Leaving a Legacy Workshop Facilitated by Trey Yates III This informative workshop is designed to assist you in understanding the benefits of basic estate and gift planning and how your Legacy can shape the future of Unity of Houston for the next generation. At the Legacy workshop, Sam M (Trey) Yates, III, of Trey Yates Law, will provide professional and practical information that, if followed, will help you in putting together a Legacy plan that not only meets your goals, but is aligned with your spiritual values. He will also discuss common misconceptions regarding Legacy planning along with the basic fundamentals of wills, trusts, and other gift planning opportunities. Highlights of this workshop: What is Legacy planning and why do I need it?Setting your Legacy planning goalsTools essential to Legacy planningGetting organizedSetting your Legacy plan in motionDispelling urban myths around Legacy planningHow to handle Federal Tax lawsHow to reduce taxes today by leaving a LegacyThe value of expert Legacy advice and working with Legacy professionalsWorkshop Cost: $0