Boerne Hampton Inn - October 13, 2026
Estate Planning Educational Event
Tuesday, October 6, 2026
Best Western Bandera - Meeting Room
711 Main St
Bandera, TX 78003
1:00 PM
An Estate Plan is vital for any individual, couple or family that owns a home and has assets. Ensure that your Estate Planning is in good order by reviewing the methods families use to avoid the delays and legal fees of Probate Court. Learn various methods and best practices to protect your family from unnecessary costs and wasted time in Probate.
You will learn the following topics, in easy-to-understand terms:
This program is not sponsored or endorsed by the Schertz Civic Center
- The advantages and disadvantages of Wills and Living Trusts.
- How Powers of Attorney work and don’t work (some may not be valid if you are disabled or pass away)
- How Probate Court works and why you may want to avoid it for your family.
- Why putting property in your children’s names may be a mistake.
- Common missteps by families raising children with challenges, disabilities or Special Needs.
- Protect your home from being swallowed up by nursing home care.
- Protecting your heirs’ inheritance from lawsuits, divorce and spend-thrifts.
- Best Practices for naming retirement account and Life Insurance beneficiaries
- You may never need long-term care, but if you do, how will that affect your family? And how will you pay for it?
- How the SECURE Act affects your trust and/or retirement accounts
Lynn Stokes
Estate Resource Center of TX
(210) 209-8622
Lynn started in the financial services industry in 1999, serving farmers and ranchers throughout the state of Texas.
With 26 years as a licensed financial expert, Lynn has assisted clients across 30 states to deliver strategic, integrated recommendations including Legacy Planning, Estate Planning, Retirement Planning, College Funding, SocialSecurity Maximization, Tax Mitigation, Asset Protection, Asset Optimization, Roth Conversions, Long Term Care and Healthcare.
Lynn has been happily married for 23 years, they have three children and 2 grandchildren. They love living in the Texas Hill Country and sharing their lives with their family and friends.