Estate Planning, Financial Planning and Texas Wills And Probate Court — The Do’s and Don’t
Have you ever asked yourself what will happen to my estate and my loved ones when I die. We have heard the old adage that "you can't take it with you." So all the a planning and building of wealth and when you pass on. "Does your last will attest to your current wants for your estate and heirs."
This seminar helps those individuals understand how to make a financial plan and at the same time speak to our financial and legal professionals on all aspects of concerns regarding estate planning in this lunch and learn. Those who attend can arrange a private appointment in advance with Ted Jerb Attorney at Law and discuss their last wills and testament. Then attend the seminar and learn the probate process with a will and without a will. After the seminar you can arrange a appointment with our Licensed Financial Professionals and learn what financial products will help you achieve your financial retirement goals. As a bonus you can have your last will and testament witnessed and Notarized by our onsite Mobile Notary Public for a small fee.
Attend this seminar and help youself and your loved ones understand what to do with your estate and how to go through this testament and probate processes.
- Learn the full circle of financial planning
- Why a Last Will & Testament should be the cornerstone of your estate plan
- Qualifications & responsibilities of an independent executor
- Special considerations for parent of minor children
- Purpose of advance directive and durable powers of attorney
- Complimentary Financial Planning and a discount preparation fee for Last Will and Testament
Ted Jerb Attorney at Law
Jerblawfirm@gmail.com
Kailee Chang Licensed Financial Professional
klchang2017@gmail.com
AnuRadha Prasad Texas Mobile Notary
radprasad1969@gmail.com
Read the full story at https://www.prweb.com/releases/estate_planning_financial_planning_and_texas_wills_and_probate_court_the_do_s_and_don_t/prweb15802691.htm


$16K PGP Grant Awarded to Habitat for Humanity of Jefferson County
Dinwiddie Schools reports ‘minor’ bus accident
Advisor News
- What to discuss during the first retirement planning meeting
- Inflation, competing priorities and uncertainty erode retirement security
- As health premiums rise, 1 in 8 workers cut retirement savings
- CT governor’s candidates claims: What’s true, and what’s misleading
- Retaining clients by giving them a memorable experience
More Advisor NewsAnnuity News
- National Life Group expands annuity portfolio
- AM Best to Join Life/Annuity Insurance-Focused Panel Discussion at Capitol Forum Event
- USAA Earns No. 1 Ranking in JD Power Individual Annuity Study for the Third Consecutive Year
- How flexible annuities fit today’s retirement portfolios
- Foresters Financial appoints Tom Ross as chief distribution officer for U.S. annuity sales
More Annuity NewsHealth/Employee Benefits News
- DELAURO UNVEILS MEDICARE FOR ALL PLAN THAT PRESERVES PRIVATE HEALTH INSURANCE
- In Miami-Dade court, health insurer fights an order to cover $48,500 cancer drug
- Obamacare dealt yet another blow as premiums rise again
- CONSUMER ADVISORY: OPEN ENROLLMENT STARTS NOV. 1: COMPARE OPTIONS AND FIND OUT HOW TO SAVE
- GOVERNOR SPANBERGER CELEBRATES COURT RULING PROTECTING HEALTHCARE COVERAGE FOR VIRGINIANS WITH SERIOUS ILLNESSES
More Health/Employee Benefits NewsLife Insurance News