October 30, 2025 @ 7:00 pm – 8:30 pm
Facilitated by Trey Yates
The informative workshop is designed to help you understand the benefits of basic estate and gift planning and how your Legacy can shape the future of Unity of Houston for the next generation. At the Legacy workshop, Sam M (Trey) Yates will provide professional and practical information that, if followed, will help you in putting together a Legacy plan that not only meets your goals, but is aligned with your spiritual values. He will also discuss common misconceptions regarding Legacy planning, along with the fundamentals of wills, trusts, and other gift planning opportunities.