Age Group:
Adult
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Program Description
Event Details
If You Don’t Have a WILL, The State of Texas Has One for You!
Estate Planning for LGBT Texans
The world of legal planning for the LGBT community is rapidly evolving, especially after marriage equality, and it’s vital for individuals and couples to stay up-to-date and informed. Lorie Burch will cover the following topics focused on the LGBT community:
- The importance of preparing yourself and your loved ones with these vital documents
- The pitfalls of do-it-yourself planning
- Proper beneficiary designations for life insurance and retirement
- Planning for LGBT parents
- When to update estate planning
- Wills versus Living Trusts
- How to style bank and investment accounts
- The probate process in Texas