Our Next Seminar
You are cordially invited to our luncheon presentation “Are you sure your estate will be handed down to your children?” on Thursday, August 30th at 11:30 a.m. at Maggiano’s Little Italy in Plano.
Most people dread the thought of estate planning, but everyone should have a will or a trust, even if only to designate an heir for a checking account or car title. Should you not designate heirs, the state will determine how to handle your estate via intestate succession.
Don’t put it off until it is too late.
Please note that we are at capacity for this event. Please complete the form on the right if you would like to be added to our waiting list.
Please complete this form or call Susanne White at 972-692-0909 to reserve a place for you and any guest you believe may benefit from this presentation.
We look forward to seeing you there.
This seminar is sponsored by Blackrock and conducted by John McNair. John is a Certified Elder Law Attorney and CPA, Board Certified in Estate Planning & Probate and Tax Law. He is uniquely qualified to provide expert counsel to individuals needing Wills, Trusts, VA Benefits Qualification, Medicaid Planning, Special Needs Planning and other legal solutions.
Securities are offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment Advisory Services are offered through Raymond James Financial Services Advisors, Inc. Munn & Morris Financial Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services. Investing involves risk and you may incur a profit or loss regardless of strategy selected. Raymond James is not affiliated with and does not endorse the opinions or services of John McNair and BlackRock.
NOTE: We are at capacity for this event. If you would like to be placed on our waiting list, please complete the form below: