Estate Planning Webinar

Estate Planning Webinar

  • Tuesday, October 4th at 10 am Eastern Time

  • Attend this webinar and learn about:

  • 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:

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 Tuesday October 4th from 10:00 AM- 11 AM US/Eastern where we’ll focus on great financial strategies that will help preserve more of your wealth for your family and charitable causes.


Tuesday, October 4th at 10 am Eastern Time

Frequently Asked Questions

Who is presenting?
Zach Morris

Zach Morris, CFP® 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.