Lone Star College- Kingwood Campus - CLA 105
20000 Kingwood Drive, Kingwood, TX 77339
Upcoming Seminars
SUCCESSOR TRUSTEE/EXECUTOR WORKSHOP
What To Do When A Loved One Passes
Topics we will be discussing:
What a successor trustee is and why this role is so important.
The first steps to take immediately after a loved one passes.
Common responsibilities a successor trustee may be asked to handle.
How assets are managed and distributed according to a trust.
Mistakes successor trustees often make, and how to avoid them.
The difference between a trustee, executor, and beneficiary.
How timelines, paperwork, and legal requirements typically work.
What to do if beneficiaries disagree or emotions run high.
How taxes, debts, and final expenses are handled.
How to organize key documents and information ahead of time.
When professional guidance may be helpful during the process.
Because Planning Is Easier When You're Aligned
Spouses are encouraged to attend!
Seating is limited. Register now!
No Events Available
The Association of Financial Consultants is an educational resource for those close to retirement or recently retired. These educational workshops are presented by a select few retirement specialists who are dedicated to educating the public. There is NO SELLING or Sales Pitch allowed at these workshops. These are strictly for educational purposes. Our specialists are independent retirement specialists and do not work for any government entity. You’ll have the opportunity to meet one-on-one with our specialists.
Adults only please. Not affiliated with the Social Security Administration or any government agency.