A Well Organized Life: A Legacy of Love (In-person & Virtually)

October 19, 2024 @ 10:00AM — 12:00PM Central Time (US & Canada) Add to Calendar

Martin Luther King, Jr. Recreation Center | Building E - Senior Center Room: 2901 Pennsylvania Ave. Dallas, TX 75215 Get Directions

A Well Organized Life: A Legacy of Love (In-person & Virtually) image
Share:

Estate Planning for Everyone

You're Invited to A Well Organized Life: A Legacy of Love

Join us for a comprehensive workshop on estate planning designed to equip you with the knowledge and tools to secure your future and provide peace of mind for your loved ones.
This workshop is designed to equip individuals with the knowledge and tools necessary to create a comprehensive estate plan that reflects their wishes and ensures a smooth transition for their loved ones. Participants will gain valuable insights into the importance of estate planning, understand the various components involved, and learn how to effectively organize their personal affairs.

This workshop is beneficial for anyone, regardless of their wealth or asset level. Estate planning is not just for the wealthy; it is a crucial aspect of financial planning for everyone. Whether you have significant assets or a modest estate, creating a well-organized plan can help protect your assets, ensure your wishes are carried out after your passing, minimize potential legal and financial complications for your loved ones, and understand the importance of estate planning and how it can benefit your overall financial well-being. You'll also gain valuable insights into the role of financial planners and attorneys in the estate planning process.

Workshop Highlights:
  • Organize Your Personal Affairs: Learn the importance of organizing your records, creating a digital asset inventory, identifying key contacts, and addressing incapacity planning.
  • Understand the Financial Planner's Role: Discover how a financial planner can help you assess your goals, identify risks, and develop a personalized financial plan.
  • Gain Insights from an Attorney: Learn about essential estate planning documents, legal implications, tax considerations, and how to create a tailored estate plan.
  • Ensure a Smooth Transition: Understand how to communicate your wishes, appoint trusted individuals, and address potential challenges.
Date: Saturday, October 19th
Time:
  • 10:00 AM - 10:30 AM CST Networking & Refreshments |
  • 10:30 AM - 12:00 PM CST Program & Live Streamed
Location:
  • 10:00 AM In-Person: Martin Luther King, Jr. Recreation Center | Building E - Senior Center Room, 2901 Pennsylvania Ave., Dallas, TX 75215
  • 10:30 AM Virtual: Live-streamed on the EMPOWER Series YouTube and Facebook
Don't miss this opportunity to create a lasting legacy for yourself and your loved ones.
RSVP
Special Offer: In honor of National Estate Planning Awareness Month, Attorney LeVar "LD" Thomas will be offering free 30-minute virtual estate planning consultations throughout the month of October. To schedule a consultation, simply call 945-235-2868 or email LD@LDThomasLaw.com. Space is limited. Consultation must be scheduled and held within the month of October. This is limited to estate planning consultations only.

We look forward to seeing you there!
EMPOWER Series

AARP Resources: The AARP Personal Estate Planning Lesson Book is your comprehensive guide to understanding and creating a personalized estate plan. It covers essential topics like wills, trusts, powers of attorney, and more. The AARP Personal Estate Planning Record Book is your handy companion for organizing and tracking important estate planning documents and information. Together, these resources will empower you to make informed decisions about your financial future. Click the links above to download both books in PDF format and start planning for your legacy today.

$200 raised by 5 people

$1,200

Support us with a donation.

Attendees