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MH Client Seminars in Tucson and Phoenix

By March 5, 2013Estate Planning

When-You-DieAt 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
Tuesday, March 12th
9:00am-11:00am
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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
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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
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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
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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
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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
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Pointe Hilton Squaw Peak Resort
7677 North 16th Street
Phoenix, AZ 85020
(Google Map)

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