Name: Estate Planning 101: Brunch & Learn
Date: Thursday, March 21
Location: Atlanta Galleria Office Park – Building 600,
600 Galleria Parkway SE, Main Conference Room, Atlanta, GA 30339
When planning for retirement, it’s easy to overlook concerns such as your funeral and estate expenses, including estate tax and transfer of wealth. In fact, according to an AARP survey conducted in 2017, 60% of Americans don’t even have a will. After a lifetime of working and saving for retirement, it would be a shame for your legacy to be given to the state and stripped from your family. Similarly, passing on your estate and assets without providing proper written instructions may leave your beneficiaries the responsibility of paying overwhelming taxes.
Join us as we partner with attorney Greg Jacobs of Jacobs & King for our Estate Planning 101: Brunch & Learn Educational Workshop and make sure you’re taking the right steps to securing your legacy.
*This is a complimentary educational event. Seats are limited. Registration is required. Please call 678-218-5925 if you have any questions. Snacks, beverages and coffee will be provided at the event.*