Estate Planning:Minimizing Unintentional Consequences (Session 1)
Wed, Sep 24
|Memphis
Will your assets go to your intended heirs? Avoid common pitfalls and secure your legacy in our class, "Estate Planning: Minimizing Unintentional Consequences." Join us for this first session in our five-part series to learn the crucial first steps to protecting what's most important to you.
Time & Location
Sep 24, 2025, 12:30 PM – 2:00 PM
Memphis, 4725 Riverdale Rd, Memphis, TN 38141, USA
Guests
About the event
Get ready to embark on an exciting journey with us in the first of a thrilling five-part series on Estate Planning! Our kickoff session, "Estate Planning: Minimizing Unintentional Consequences," is designed to set the stage for securing your legacy and making sure your wishes are honored.
We'll dive into the crucial differences between ongoing estate planning and a static estate plan, uncovering common yet costly mistakes that might lead your assets to unintended heirs. Our speaker will unravel the complexities of taxes related to estate planning and explore strategies for managing your traditional IRA assets. Plus, we'll address the practical—and often emotional—question: do your heirs really want your stuff?
This class is a must-attend for anyone eager to start the estate planning process or review an existing plan to steer clear of unintentional outcomes.