“Planning Your Next Steps” generated much interest among Georgetown seniors on Thursday, November 18, during this Seniors Living Smarter webinar presented via Zoom. Many seniors find themselves questioning whether they’ve made all the right preparations and plans for their estates. Complex questions about wills, trusts, estate planning and more are too important to leave unattended. Even if they already have had a will prepared by an attorney, there may be many other issues that need to be resolved. Seniors joined us to get valuable advice from our expert panelists William Boughton of Vera Bank and Christina Peterson of Peterson-Peterson Attorneys on such topics as:
• I already have a will — am I all set?
• I have no family — who do I turn to as executor?
• What is a trust, and do I need one?
• In Texas, does my estate need to go to probate or can I avoid that?
The panel included William Boughton, Vera Bank and Christina Peterson, Peterson-Peterson Attorneys. To request a free copy of Peterson-Peterson’s “THE MAGNIFICENT SEVEN”TEXAS ESTATE PLANNING DOCUMENTS, email to firstname.lastname@example.org.
Seniors Living Smarter Seminars are presented monthly by Certified Senior Downsizing Coach® Virginia Lazenby as a service to seniors, their families, and the community. The goal of the free seminars is to equip, educate, and inspire seniors to make informed choices and empowered decisions concerning their lifestyle goals.
Seniors Living Smarter Webinars are presented every month except December, on the third Thursday. Seminars are sponsored by Silver Key Benefits, Visiting Angels, Wesleyan Homes, Vera Bank and Seniors Living Smarter Services.
The full line-up of Seniors Living Smarter Seminars for 2022 appears below:
You are invited to sign up at www.SeniorsLivingSmarter.com/seminar and receive easy, step-by-step instructions on how to join our audience. Or call 512-862-7339 and leave a message.