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Due To Covid-19, all meeting are being held via Zoom

479 601-3472    Kathleen@rei-nwa.com

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Landlord Lunch with Guest: Estate Planning - Protecting Your Assets

  • December 05, 2017
  • 12:00 PM - 1:30 PM
  • The Egg and I - Rogers

Registration

  • Registration for May Landlord Lunch

Registration is closed

Buy & Hold investors have unique issues and challenges and who knows them better than other Landlords!

With the holiday season upon us, It's a good time to reflect on family, our good fortune and how to protect them.  Attorney Paul Younger will discuss what goes into estate planning and important questions for you and your family to consider.   He'll explore:

  1. Three stages of Estate Planning for a secure future
  2. Wills vs Trusts
  3. How to choose a Trustee
  4. Living Wills and Medical Powers of Attorney

Much thought and family discussions go into successful estate planning.  Paul will give you some ideas of how to start the conversation and the issues that need to be covered.  

So join us as we learn best practices for protecting your assets, your family and your peace of mind.  While you're at it, we'll share a great lunch. See you at The Egg and I!  


We love to hear from new people as well as our members.

Let us know what's on your mind or what you'd like to see at REI NWA. 


Call or Email Us 

Phone: (479) 601-3472

Email: Kathleen@rei-nwa.com

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