At this presentation we will discuss:
- What to do when a death occurs and the process of a trust administration.
- Recent law changes and the benefits of keeping your MH Estate Plan up-to-date.
- How the A and B trusts work in your living trust.
- What happens to your assets and estate when you die?
- The need of proper coordination with your estate plan and financial plan.
- How to protect your assets and estate from spend down for long-term care, creditors and divorce.
Tucson, AZ |
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Tuesday, March 12th 9:00am-11:00am |
Westward Look Resort 245 East Ina Road Tucson, AZ 85704 (Google Map) |
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Tucson, AZ | |
Wednesday, March 13th 6:00pm-8:00pm |
Hilton Tucson East 7600 East Broadway Boulevard Tucson, AZ 85710 (Google Map) |
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Surprise, AZ | |
Tuesday, March 19th 9:00am-11:00am |
Windmill Inn & Suites Surprise 12545 West Bell Road Surprise, AZ 85378 (Google Map) |
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Mesa, AZ | |
Wednesday, March 20th 6:00pm-8:00pm |
Arizona Golf Resort 425 S Power Rd Mesa, AZ 85206 (Google Map) |
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Scottsdale, AZ | |
Thursday, March 21st 9:00am-11:00am |
Hilton Scottsdale Resort 6333 North Scottsdale Road Scottsdale, AZ 85250 (Google Map) |
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Phoenix, AZ | |
Thursday, March 21st 6:00pm-8:00pm |
Pointe Hilton Squaw Peak Resort 7677 North 16th Street Phoenix, AZ 85020 (Google Map) |
Latest posts by Morris Hall, PLLC (see all)
- Beyond Probate: Understanding the Drawbacks & Alternatives - September 1, 2023
- DIY Estate Planning: Worth the Risk? - August 31, 2023
- Use These Questions to Develop an Estate Plan Outline - August 30, 2023
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