February 19, 2015: Estate Planning and Special Needs Trusts Legal planning can be overwhelming. During this session, we will review the purpose of a will, what probate is, how to avoid probate, what a special needs trust does, and the importance of ensuring your beneficiary designations forms for your life insurance and retirement accounts are filled out correctly.
- Location: Camino Real Financial Strategies 6200 Bridgepoint Parkway Building IV, Suite 125 (1st door on your left when you walk into the building) Austin, TX 78730
- Time: 10:00am – 11:30am
- Phone: (512) 329-4235
- Fees: Complimentary
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