Seminar: Estate Planning – Protect Your Legacy

Did you know that around 70% of wealthy families lose their wealth by the second generation due to a lack of proper estate planning?

But it’s not just the wealthy who need estate planning! Over half of adults in the US do not have a will in place, which means that state laws dictate what happens to your assets. Don’t leave it to chance! Learn how to plan your estate and protect your family’s legacy, regardless of your financial status. Estate planning is for everyone, and it’s the key to securing your family’s future.

Join us at a seminar presented by the Society for Financial Awareness, where you will gain an understanding of the significance of estate planning for both individuals and families. Discover specific strategies for establishing wills and trusts to safeguard your assets. We will also discuss the intricate world of probate, its legal and financial complexities, and reasons why you should avoid it.

All are welcome to join this seminar hosted by the Career & Financial Services team at Jewish Family Service of Greater Dallas on Wednesday, November 8th at 2:00pm.

To RSVP for this free seminar, please email Financial Coach, Brenda Butnick at bbutnick@jfsdallas.org or CLICK HERE