Join Katz Legacy Financial for a live virtual EVENT
ESTATE PLANNING WEBINAR
Secure Your Spot to Guarantee Access
*By submitting, you agree to be contacted via phone, email, and text by a licensed representative with the above firm regarding Wills & Trusts, even if your number is currently listed on any state, federal, local or corporate Do Not Call list. Msg & data rates may apply.
Available Dates & Times
Thursday
October 30
9:00 AM
Thursday
October 30
2:00 PM
Tuesday
November 4
11:00 AM
Tuesday
November 4
6:00 PM
For educational purposes only – nothing will be sold at this webinar.
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 live virtual event.
If married, spouses are encouraged to attend.
Get to Know Your Hosts
Katz Legacy Financial
Adam Katz
Adam Katz began working in the financial arena in 1999 when he moved from his career in education to the life insurance market. Adam graduated from the University of North Carolina at Greensboro as a member of the inaugural class of North Carolina Teaching Fellows. During his time in the classroom, he saw the impact of financial situations on his students. As he moved into the financial industry, he carried with him the passion for educating his clients and securing their financial legacies. Adam has been an independent business owner for the past 23 years helping families with life insurance, retirement planning, and estate planning. He is a co-author of 2 books–Safe Money: Your Road Map to Retirement and Save Smarter Not Harder: Your Guide to Tax-Free Retirement.
Emily Katz
Emily Katz got an early start in financial services at the age of 18 while attending NC State University. She graduated with her 4-year bachelor’s degree in business marketing at the age of 19 and continued full time in financial services. Emily grew up watching her parents work in this industry and since she was 9 years old, she has been passionate about using financial services to help protect families and secure their legacies.
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.