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Companies Team to Offer Free Seminar On Preparing Your Estate Plan

Edward Jones Financial Advisor Shandre Harasty and Oast & Taylor Estate Planning Attorney Brian Boys will present this valuable seminar entitled “Preparing Your Estate Plan.”

 
PRLog - Jan. 11, 2013 - Many people tend to put off or ignore developing a sound estate plan, but it's one of the most important things an investor can create. During the seminar, participants will learn more about topics including:

--What to consider when creating a Will and the importance of a Power of Attorney

--Benefits of using a trust in your estate planning

--How to help reduce taxes on one's estate

--How insurance can help protect one's family

The seminar will be held on Friday, January 18, 2013, from 10:00 a.m. to 11:00 a.m. at Roger Brown’s Restaurant located 316 High Street in Olde Towne Portsmouth.  A light breakfast buffet will be available to participants.  

The seminar is free, but space is limited. To make a reservation, please call Terri Briley at (757) 393-0016.

Edward Jones provides financial services for individual investors in the United States and, through its affiliate, in Canada. Every aspect of the firm's business, from the types of investment options offered to the location of branch offices, is designed to cater to individual investors in the communities in which they live and work. The firm's 12,000-plus financial advisors work directly with nearly 7 million clients to understand their personal goals -- from college savings to retirement -- and create long-term investment solutions that emphasize a well-balanced portfolio and a buy-and-hold strategy. Edward Jones embraces the importance of building long-term, face-to-face relationships with clients, helping them to understand and make sense of the investment options available today.

In January 2012, for the 13th year, Edward Jones was named one of the best companies to work for by FORTUNE Magazine in its annual listing. The firm ranked No. 5 overall and No. 3 in Large Size Companies. These 13 FORTUNE rankings include top 10 finishes for nine years, consecutive No. 1 rankings in 2002 and 2003, and consecutive No. 2 rankings in 2009 and 2010. FORTUNE and Time Inc. are not affiliated with and do not endorse products or services of Edward Jones.

Edward Jones is headquartered in St. Louis. The Edward Jones website is located at www.edwardjones.com (http://www.edwardjones.com/).

Oast & Taylor is an elder and disability law firm with lawyers licensed in both Virginia and North Carolina.  Through proven and ongoing excellence in legal counsel and services, Oast & Taylor provides peace of mind to residents of southeastern Virginia and northeastern North Carolina. In addition, the exceptional legal expertise of Oast & Taylor’s attorneys has resulted the firm’s emergence as a leader in providing specialty services for seniors, persons with disabilities, their families, and advocates. With sensitivity to the ever-changing roles in the family dynamic, Oast & Taylor offers a multitude of programs designed to promote fiscal and personal independence and well-being.

Oast & Taylor has offices located in Virginia Beach and Portsmouth in Virginia, and in Elizabeth City in North Carolina.  Oast & Taylor’s website is www.OastTaylor.com.

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Contact Email:
***@obrienetal.com Email Verified
Source:O'Brien et al
Phone:7574223231
Zip:23451
City/Town:Virginia Beach - Virginia - United States
Industry:Family, Legal
Tags:estate, planning, Oast
Shortcut:prlog.org/12057844
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