With so much of our time still being spent safely at home, the legal team at Morris Hall is continuing our webinar classes to help you through these difficult and confusing times. Any family or individual who has been affected by this pandemic, whether that effect is minuscule or substantial, is more than ever before pondering their future. Our lives may be filled with more than the normal amount of uncertainty, but it doesn’t mean we’re not able to find ever-important peace of mind. With proper planning and the guidance of our legal team, you can be ready for whatever life may bring. Here is a schedule of the webinars that are happening throughout the month of June.

Join Morris Hall in June!

We’re excited to have you join us for another free webinar series. Join us on these dates but don’t delay registering! Our virtual seating is limited! For more details or to register for a specific webinar, click here.

1. How Does COVID-19 Affect Your Estate Plan w/ Presenter, Tim Hall

In this webinar, Tim Hall will discuss the recent pandemic and how it’s caused many of us to ponder the more important things in our lives. Uncertainty about personal interactions, the economy, and even our own personal health. With each of us facing so many unknowns, it’s critical for each of us to have basic documents in place in case of an emergency. We’ll discuss important questions like:

• How has COVID-19 changed the reality of the planning environment?
• What health care documents should everyone have?
• What are the hazards of outdated plans and documents?
• What is a living will?
• Why is choosing the correct health care agent important?
• What challenges await if you don’t have proper health care documents?

After attending this webinar, you will receive several tool kits designed to help you create better advanced-directives.

• Date: Tuesday, June 16th
• Time: 10:00 AM (Arizona) / 11:00 AM (New Mexico)

2. What Happens When You Die Without an Estate Plan? w/ Presenter, Lisa Wynn

In this webinar, Lisa Wynn will discuss how estate plans routinely fail as well as the 8 common mistakes that are frequently made, including topics:

• What happens if your plans are out of date and do not reflect personal changes and or updates in the laws?
• What happens when you have no provisions to help protect you from a living or death probate, nursing home, or long-term care expenses?
• What happens if your estate plans do not match your financial and retirement goals or capture family values?

Additionally, we’ll cover other critical questions that many people have about what happens upon death, like:

• Are my family and their inheritance protected?
• What are the first steps that my successor trustee needs to take when I pass away?
• What are the tax implications after death?
• Date: Wednesday, June 17th
• Time: 10:00 AM (Arizona) / 11:00 AM (New Mexico)

 

3. SECURE Act & CARES Act for Taxpayers w/ Presenter, William Morgan

Learn more about the recently passed CARES Act and SECURE Act, including how they can critically affect your retirement assets. During this webinar, we’ll discuss:

• What are these Acts?
• Has the CARES Act affected your required minimum distributions?
• How does the SECURE Act impact your ability to “stretch” your IRA?
• Does a ROTH conversion make sense for you?
• Date: Thursday, June 18th
• Time: 10:00 AM (Arizona) / 11:00 AM (New Mexico)

Don’t Wait! Register Today!

We’re excited to share our expertise with those who need it. Our webinar classes are a fantastic way to learn important topics from the safety and comfort of your own home. If any webinar interests you, feel free to register here to be a part of the class. Although our “classroom” may be virtual, space is still limited! Don’t hesitate to register now or contact us with any questions you might have about a webinar, topic, or presenter.