FREE WEBINAR

Attend this webinar on April 19 or April 22 to learn about:

How to control who gets what, when and how
Intestacy and how it affects estate distribution
Tax strategies to reduce your tax liability
How to NOT disinherit your children and grandchildren because of divorce or other triggering events

How to avoid probate
The main differences between a revocable or irrevocable trust
How to finalize your will and estate
How to ensure your last wishes are fulfilled

How to know the monetary value of your estate
The benefits of having a trust and/or life insurance policy if you’re from a blended family
Step up in basis rules on inherited assets versus carryover basis rules on gifts

Know Your Estate Assets Are Protected and Prevent Unintended Consequences

This is why you should attend this webinar:

It is paramount to have a stable plan of action in place to provide for your family, protect all of your assets, and reduce the burden of taxes. Time and time again estates have been a pain point for many families. This is why we developed this webinar to help give you free guidance and advice. We ask for nothing in return.

Join us for this purely educational webinar on April 19 from 1:00 PM – 2:00 PM US/Eastern or April 22 from 1:00 PM – 2:00 PM US/Eastern where we’ll focus on great financial strategies that will help preserve more of your wealth for your family and charitable causes.

Frequently Asked Questions

Who is presenting?

Zach Morris will be presenting.

Zach received a B.S. in finance, with a minor in economics, from Elon University in North Carolina. He was a member of The Kappa Alpha Order and has served on the board of the Elon Alumni Association’s Atlanta chapter. Zach speaks Spanish and is an Atlanta native. He has his Certified Financial Planner designation. He and his wife live in West Midtown’s Underwood Hills neighborhood and his parents and two of his three sisters and their families live nearby. In his spare time, Zach golfs, plays tennis, rides his mountain bike and travels.

Who is this for?

This is for anyone who is currently in retirement or approaching retirement and thinking of the future.

Is this a “sales” pitch

No, this webinar is a live presentation and purely educational.

“Making sure your parents have a proper estate plan in place can help avoid unintended consequences regarding how the estate settlement is handled—potentially by a court-appointed executor if someone hasn’t already been named in the will,”

HOST

Zachary Morris CFP^®

Paces Ferry Wealth Advisors
Co-Founder and Wealth Advisor

LEARN MORE ABOUT ZACH

CLIENT LOGIN

2849 Paces Ferry Rd SE, Suite 660
Atlanta, GA 30339

connect@pacesferrywealth.com

404.480.5200

PACES FERRY WEALTH ADVISORS IS A REGISTERED INVESTMENT ADVISOR WITH THE UNITED STATES SECURITIES AND EXCHANGE COMMISSION. Registration does not imply any level of skill or training. Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed here. The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites.