Back to All Events

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 *