Estate Planning, Financial Planning and Texas Wills And Probate Court -- The Do's and Don't

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An individuals' Estate takes a lifetime to build a Financial Planner to help you build your wealth and a Texas Probate court and judge to destroy it if you don't have a well planned out last will and testament. Is your estate what you planned it to be while you're alive?

Talk to a knowledgeable financial professional and ask questions

Estate and Financial Planning

“ Does your last will attest to your current wants for your estate and heirs.”Have you ever asked yourself what will happen to my estate and my loved ones when I die. “you can’t take it with you.” So all the a planning and building of wealth and when you pass on

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

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ANURADHA PRASAD

Kailee Chang
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