Maintaining family wealth over multiple generations
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 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
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
Know Your Estate Assets Are Protected and Prevent Unintended Consequences
This is why you should attend this webinar:
Please join us for an information-packed webinar hosted by Zach Morris, managing partner, co-founder of Paces Ferry Wealth Advisors, and Certified Financial Planner. Zach will educate attendees on the various strategies used to maximize your benefit, understanding the moving parts, and several other frequently asked questions. He is regularly quoted in national publications on the topic of financial planning and social security. We hope you will enjoy the webinar.
Webinar times: Thursday, August 1st from 12:00 pm- 1:00 pm US/Eastern or Saturday August 3rd from 12:00- 1:00pm US/Eastern
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.
