By taking into consideration estate planning, you can begin to develop a strategy to secure your future and that of your family. A proper estate plan should answer the following questions:
• Who will get what, how they will get it, and when they will get it?
• How do we maximize the wealth and assets to pass on to our intended beneficiaries?
• How do we pay the least amount of taxes?
• How do we provide the required liquidity to pay any remaining taxes and expenses?
Speakers: Chase Kincannon & Shay Williams
Chase joined Massachusetts Mutual Life Insurance Company (MassMutual) in 2013 and is a Vice President in the Austin office. Chase is an active member and competitor at the Austin Yacht Club, crewing on circuit teams in the J-22 fleet as well as the J-70 fleet. He is an alumnus of the Leadership Austin Emerge program and is also board chair of the Austin Gay and Lesbian Chamber of Commerce.
Shay is a 7th generation native Texan who lives in Austin with her furry children. In her free time she enjoys taking her dog paddle boarding on Town Lake, scuba diving, underwater photography (please note the distinction between enjoying it and being good at it) and generally anything that involves water. Shay offers total financial needs analysis through a network of experienced professionals.