Join Cath Shaw Insure for an Exclusive In-Person Event
Wills & Living Trusts
Jasper, TN
Register to be our guest at this unique and FREE educational event
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*By submitting, you agree to be contacted via phone, email, and text by a licensed representative with Cath Shaw Insure regarding Wills & Living Trusts. Msg & data rates may apply.
Available Events
Saturday
January 31st
10:30 am
Monday
February 2nd
5:30 pm
Tuesday
February 3rd
10:00 am
Thursday
February 5th
4:30 pm
For educational purposes only – nothing will be sold at this seminar. This class is not affiliated with and is offered independently of Carolyn Stewart Public Library.
What You'll Learn
An Estate Plan is vital for any individual, couple, or family that owns a home and has assets. Ensure that your Estate Planning is in good order by reviewing the methods families use to avoid the most common costly mistakes. We’ll cover the following topics, in easy to understand terms:
- The advantages and disadvantages of Wills and Living Trusts
- How Powers of Attorney work and don’t work (some may not be valid if you are disabled or pass away)
- How Probate Court works and why you may want to avoid it for your family
- Why putting property in your children’s names may be a mistake
- Common missteps by families raising children with challenges, disabilities or special needs
- Protecting your home from being swallowed up by the Costs of Nursing Home Care
- Protecting your heirs inheritance from lawsuits, divorce and spend-thrifts
- Best practices for naming retirement accounts and Life Insurance beneficiaries
- How the new Secure Act affects your Trust and/or Retirement Accounts.
Be our guest at this unique and FREE educational event.
If married, spouses are encouraged to attend. Adults only.
Get to Know Your Hosts
Cath Shaw Truelove
Cath began her journey in estate planning as the executor for two estates. Her guidance during those times has led friends and family to seek her advice for their own planning needs. Recognizing a growing demand, she formalized her experience and became licensed in health and life insurance. She now helps individuals and families across the nation with medical, final and care expenses as part of a holistic approach to retirement - offering trusted support during some of life's most important decisions. Cath has led businesses to win regional awards as well as recognition in many publications. Cath graduated from The University of Texas in Austin and got her master's from Trinity Washington University. She lives in the heart of Chattanooga with her husband and two dogs.
Mo Dadkhah
Mo Dadkhah is the principal and owner of Dadkhah Law Group, where he has focused on estate planning, real estate, and corporate law for the past 16 years. Mo has been named a Top 50 Attorney by the Top 100 Magazine, his Firm has been selected as an Inc. 5000 list of fastest-growing companies, and he has been named as a Chicago Agent Magazine Who's Who for seven consecutive years. He has also been the host of WGN's Market Overdrive radio show. Mo brings a wide range of knowledge in estate planning, real estate, and corporate law together to best guide his clients on how to best protect themselves.
Directions
Carolyn Stewart Public Library
14 W 2nd St, Jasper, TN 37347