Do You Have a Scary Heir?

Welcome to the 7 Deadly Estate Planning Mistakes webinar
brought to you by Trust Matters Financial an Investment Advisory firm focused on tax efficient, legacy minded investment strategies and services.

If you have any of the following concerns this webinar will aid in guiding you to the appropriate resources.

If you have an estate plan from another state.
If you need referrals to an estate planner.
If you want a more tax efficient investment and estate plan.
If you need to remain in control from beyond the grave.
If you have a scary heir.
If you have an heir that is incapacitated.
If you need a corporate trustee.
If you have outgrown your financial advisor.

After the webinar you are invited to contact us for a complimentary review of your current financial, tax and estate planning dynamics.
Our contact information is: Phone | 864-324-4942 Email| Carolyn@TrustMattersFinancial.com