Legacy Planning
Mar
22
12:00 PM12:00

Legacy Planning

It starts with you and your properties.

Your Wishes & Goals

What does leaving a legacy mean to you?
How do you make sure your wishes can be fulfilled?

Property Considerations

Can your property operate without you?
Are there any deferred maintenance or other liabilities?

Tax Concerns

Will probate or other taxes force a sale?
Have you done everything possible to minimize taxes?

The Legalities

Are your will and trust up-to-date?
Are you holding title in the most beneficial manner?

Learn More at Our Upcoming

WR Gorman & Associates Workshop
Thursday, March 22, 2018
12:00 p.m. - 1:30 p.m.
(Lunch Included)

Every attendee will also receive a FREE guide to

Legacy Planning & Your Real Estate Assets

Seating is Limited. 
RSVP Today

Name *
Name
Phone
Phone
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Opportunities & Strategies for 2018
Feb
8
12:00 PM12:00

Opportunities & Strategies for 2018

Lunch will be provided

  • What are the tax changes going to do?
  • Where’s the market heading?
  • Are we at the top yet? 
  • Have prices started heading down?
  • Is now a time to take action or should I wait a little longer?
  • Come learn about some facts regarding 2017 and some strategies for 2018.

SPACE IS LIMITED, RSVP today!

Name *
Name
Phone
Phone
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Learn How to Build Your Real Estate Succession Plan
Nov
29
11:00 AM11:00

Learn How to Build Your Real Estate Succession Plan

Learn How to Build Your Real Estate Succession Plan from Our Experts

Wednesday, November 29, 2017
11:00 a.m. – 1:30 p.m. (Lunch included)

RSVP Today - Space is Limited

(714) 255-9998, ext. 1
WRGorman. com

 

 

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Passing the Tourch Workshop
Aug
16
7:00 PM19:00

Passing the Tourch Workshop

Are You and Your Heirs Ready?

How do you ensure that your heirs understand the benefits of rental property ownership?  What do you need to do to secure your legacy today and what do you need to teach your heirs so that they know when in the cycle to take action?

Join Tim Gorman, panelist, as he discusses his own experiences in learning from his father (Bill Gorman) about the business of owning and investing in income property.

Topics include:

  • Establishing a legacy plan.

  • Securely positioning your properties.

  • Communicating your wishes.

  • Dealing with accounting and legal issues.

Attend and Bring Your Heirs
Members: $50 per person / $95 per family (up to 4)
Non-Members: $75 per person / $140 per family (up to 4)

Wednesday, August 16, 2017
7pm to 9:30pm
525 Cabrillo Park Drive, Suite 125
Santa Ana, CA 92701

Complimentary Tickets Available through

WR Gorman & Associates

If you own one or more rental properties in Orange County, call today and we will send you a free ticket – at no cost or obligation.*

(714) 255-9998, ext 1

*Owners must not be licensed Real Estate Brokers/Agents or bound by an existing agreement with any Real Estate Broker/ Agent. Owner is limited and valid only while supplies last. All ticket requests must be submitted by no later than 5:00 p.m. (PST), Monday, August 14, 2017.

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Legacy Planning
Jun
8
12:00 PM12:00

Legacy Planning

It starts with you and your properties.

Your Wishes & Goals

What does leaving a legacy mean to you?
How do you make sure your wishes can be fulfilled?

Property Considerations

Can your property operate without you?
Are there any deferred maintenance or other liabilities?

Tax Concerns

Will probate or other taxes force a sale?
Have you done everything possible to minimize taxes?

The Legalities

Are your will and trust up-to-date?
Are you holding title in the most beneficial manner?

Learn More at Our Upcoming

WR Gorman & Associates Workshop
Thursday, June 8, 2017
12:00 p.m. - 1:30 p.m.
(Lunch Included)

Every attendee will also receive a FREE guide to

Legacy Planning & Your Real Estate Assets

Seating is Limited.
RSVP Today

Name *
Name
Phone
Phone
View Event →