Details for CARRELL BLANTON FERRIS & ASSOCIATES, PLC

Updated

7275 GLEN FOREST DRIVE SUITE 310, RICHMOND, VA 23226

Wills vs. Trusts? It’s Not About the Documents . . . It’s About the Results This is truly an educational session. Join us for a thought-provoking presentation of the basics of estate planning and discover which plan is right for you and your loved ones. YOU should attend if: ❑ You want to learn about the Federal Estate and Gift Tax law changes. ❑ You want to learn about Virginia’s new Power of Attorney and Advance Medical Directive Laws. ❑ You want to protect the inheritance you leave behind FOR YOUR FAMILY’S use only. ❑ You wish to learn more about PROBATE and how to avoid it. ❑ You have a Will that is more than 3 YEARS OLD or it was created IN ANOTHER STATE. What we will discuss: ❑ How the SECURE Act impacts your estate plan. ❑ The change to Virginia’s Power of Attorney and Health Care Laws (Advance Medical Directive) and their impact on you and your family. ❑ How Probate and unnecessary delays and costs can be avoided. ❑ How to provide for your own care and well-being, and that of your loved ones even if you become mentally incapacitated. ❑ Maximizing total control of your property, your assets and your privacy during life. ❑ The pitfalls of joint ownership, especially with family members. ❑ How you can protect your children’s inheritance from predators, greedy non-family members, and bad marriages. WILLS vs. TRUSTS WEBINARS WEBINAR Wednesday, October 27 • 2:00 p.m. IN-PERSON Wednesday, October 13, 2021 • 2:00 p.m. Mechanicsville Library 7461 Sherwood Crossing Pl., Mechanicsville, VA 23111 Thursday, October 21, 2021 • 10:30 a.m. Carrell Blanton Ferris Office 7275 Glen Forest Dr., Ste 310, Richmond, VA 23226 Tuesday, November 2, 2021 • 1:00 p.m. Tuckahoe Library 1901 Starling Drive, Henrico, VA 23229 Visit our calendar at www.carrellblanton.com/seminars for other dates and topics. To Register Call (804) 285-7900 or at www.carrellblanton.com/seminars presented by bennie a. Wall, esq. Jeremy l. pryor, esq. David thornton, esq. Appointments available on-line or in-person. Call to schedule your meeting. carrell blanton ferris & associates, plc 7275 Glen forest Drive, suite 310 richmond, Va 23226 trUst & estate planninG elDer laW probate & estate aDMinistration bUsiness planninG