Generational Planning: Financial, Legal, Possessions, and Other Legacy Planning
Have you had the important discussion with you care receiver about what “legacy” planning? How are remaining financial resources and possessions to be passed to survivors and the next generation? What happens if sudden incapacity changes those plans? Legacy planning can be a meaningful, even fun, process. Learn a six-step process to let the wishes of your loved one be honored and how incapacity can affect legacy planning.
Date September 13, 2021
Hosted By North Central Texas Caregiver Teleconnection
Tena J. Burrell
Tena J. Burrell, licensed IAR (Investment Advisory Representative), President, Financial & Estate Planning ServicesTena Burrell is President of Financial and Estate Planning Services with over thirty years of experience and is a licensed Investment Advisory Representative.