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Multi-Generational Legacy Planning

Speaker: Ross M. Sims, III, J.D. | Date: April 16th, 2019 | Time: 6pm

Description: Ross M. Sims, III, J.D., is a Corporate Vice President with the Advanced Planning Group based in Dallas and will be providing an informational workshop created specifically to explore an estate planning opportunity designed to provide for your children, your grandchildren and your own retirement.

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Mr. & Mrs. J approached us concerning their income producing properties and other assets and how they would address equal distribution to their three children now and in the future. Their biggest concerned stemmed from the ability to maintain cohesive family management even though only one child is involved in the day-to-day operations. Find out how we helped.

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