Estate Planning Essentials: Protect Your Family and Your Legacy
A free, live webinar with Mary Garza for Belton and Central Texas on the documents, beneficiaries and plans that keep your family from guessing.
Dates
No date is set yet. Leave your details and we will email you as soon as the next webinar or seminar is scheduled.
What You Will Learn in 45 Minutes
- Wills, trusts and powers of attorney: what each one does
- Beneficiary designations, and why they can override your will
- Planning final arrangements so family isn’t left guessing
- How the Legacy Stress Test reveals gaps in your plan
Anyone without a current will or estate plan, new grandparents, or anyone whose documents are more than a few years old.
Meet Mary Garza
“I love meeting and helping people make confident decisions about their retirement.”
Mary keeps current with regulations, taxation and the economy to give clients useful information that helps them reduce taxes and get the most from Medicare and Social Security.
Webinar & Seminar FAQ
Will you draft my will?
No. Platinum Tax Advisory doesn’t provide legal services. We’ll help you see the gaps and [confirm: connect you with an estate planning attorney].
Is it really free?
Yes. There’s no cost to attend and nothing to buy.
How do I join?
After you register, we’ll email you a link. You can join from a computer, tablet or phone, and we’ll send a reminder before we start.
Will there be a recording?
[Confirm: we’ll email the recording to everyone who registers.]
Can I ask about my own situation?
We’ll take general questions live. For advice specific to you, book a one-on-one consultation with Mary.
Ready to get your Estate planning roadmap in order?
Select your preferred session at the top of the page and reserve your free seat in under 60 seconds.