FLORESVILLE — A Farm and Ranch Estate Planning workshop will be held starting at 6:30 p.m. March 6 at the Wilson County Courthouse Annex III, 1103 4th St. in Floresville.
A free Farm and Ranch Estate Planning workshop is scheduled for March 6 in Floresville
The free workshop, presented by the Texas A&M AgriLife Extension Service in cooperation with Platinum Wealth Solutions of Texas LLC, and Braun and Gresham Attorneys at Law, will address what landowners need to know to protect their property, family and legacy, said coordinators.
“This workshop should be helpful for farmers, ranchers and others in giving them some useful tips on financial planning and income improvement,” said Bryan Davis, AgriLife Extension agent for Wilson County. “There are things many of us need to know and do to prepare for our own — and our family’s — financial future, and this program will help participants build a better financial future.”
Topics to be covered will include the benefits of having a coordinated estate plan; succession, gift and estate planning; protecting assets from creditors and predators; and income and wealth maximization strategies.
Davis said event speakers will include Thomas S. Hall, Nicholas C. Valenti and Bruce Stroup. Hall is an experienced attorney whose expertise in estate planning, probate and real estate, includes wills, trusts and disability planning, reducing landowner liability, partnerships and limited liability companies, settling estates, and proceedings and trust administration. Valenti and Stroup are both investment advisor representatives at Platinum Wealth Solutions of Texas, LLC, a financial services firm focusing on estate strategies, wealth accumulation, business strategies and executive benefits for both publicly and privately held companies.
Due to limited seating, attendees are asked to RSVP by March 3 to the AgriLife Extension office in Wilson County at 830-393-7357 or wilson.tx@tamu.edu.
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