Do you need a dynamic and enlightening speaker for your organization? Roger Jones speaks frequently on the topics of estate planning, trusts, wills, probate, will contests and trust lawsuits. Mr. Jones will entertain your audience while also educating them.
Mr. Jones speaks to:
- Professional groups, such as financial planners, lawyers, CPAs, financial advisors, investment advisors
- Service organizations
- Churches
- Volunteer groups
- Caregiver support groups
- Social clubs
- Schools and educational groups
- Community associations
Topics include:
If You Won’t Do Your Estate Planning, the State of Texas has a Plan for You.
(Inheritance in Texas without a will or trust)
Joint Accounts With Mom; Whose Money Is It?
(Problems with joint accounts, survivorship accounts, Pay on Death accounts)
Estate Planning in Texas; The Basics.
I’ll Leave the Money to My Sister; She’ll Do the Right Thing; She’ll Take Care of My Kids.
(Pitfalls in beneficiary designations in insurance policies, trusts, wills)
Writing Your Own Will and Why Saving a Few $ May Cost Your Family Lots of $$$.
Revocable Living Trust Planning; Advantages Over Will Planning.
Contact Roger Jones today to speak to your North Texas group!