I'm a Trustee/Executor! Now What?

We are in the midst of the greatest transfer of wealth in history, with 68 trillion dollars in wealth being passed down to the younger generations in just the next 5 years!

If you've been named a trustee or executor, are you prepared to handle the responsibility? If you’ve selected or need to select a trustee or executor have you done all you need to do to ensure they can be successful.

Real Estate is the largest portion most peoples wealth and also the single biggest cause of family fights and breakups.

🔹 Understand your legal & financial duties

🔹 Learn 21 Responsibilities you and loved ones NEED to know

🔹 Learn how to protect & transfer wealth smoothly

🔹 Get expert guidance to avoid pitfalls

🔹 Avoid family disputes and broken relationships

Also check out other Nonprofit events in Katy.