October 2024 Newsletter
- Heircraft Planning
- Oct 29, 2024
- 2 min read
Updated: Nov 4, 2024
FREE ESTATE PLANNING SEMINARS
Have you ever asked yourself...
Should I have a Will or Living Trust?
What is the difference between a Will and a Trust?
What will happen to my family, estate, such as property, bank accounts, 401k, life insurance, and other assets if I don’t have something in place?
Has my current estate plan evolved to reflect changes in my life since it was created?
Attend our complimentary seminar to discover the answers to these questions and more.
Due to an overwhelming response, we have opened up a few more seats in our estate planning seminars on October 30. Please RSVP by October 28 to reserve your seat . We hope to see you there.
An Estate Plan Is Your Script to a Lasting Legacy
Viewing yourself as the main character in the movie of your life is associated with greater psychological well-being. It can make you feel more competent, autonomous, and effective. Read more to learn how to take control of your story by creating an estate plan, enabling you to write a script for your legacy.
Wealth, Legacy, and Family Drama: Inside The Descendants
Although fictional, the 2011 movie The Descendants, starring George Clooney has some basis in fact. Read more about the lessons learned from the film and how it reflects a common estate planning challenge that many families face when attempting to hold and manage assets (accounts and property) for multiple generations.
Lessons in Estate Planning from Rain Man
Rain Man starring Tom Cruise and Dustin Hoffman is one of the most iconic American movies of the 1980s. Although secondary to the main plot, several estate planning threads run through Rain Man. Read more about estate planning issues and lessons learned including those related to trusts, beneficiaries, and how to plan for children who have very different personalities and needs.
We are proud to be a sponsor of Art Soup, a unique event benefitting the Love All Pantry. The Love All Pantry is one of the largest food banks on the Gulf Coast and serves hundreds of families each week with food insecurity.
Click here for more details and tickets to this fun event.
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