Strengthen Your Money Relationship
Join Jon Linford with Guest Speakers: Lois Carrier and David Maurice with WorthWhile Wealth Council.
On-Demand Webinars
Live webinars recorded for you to watch at your leisure.
Presented by MH attorneys and guest speakers
• Learn more about the difference between Fee-only, Fee-based and Fiduciary. • How to build a resilient income stream. • Attain financial peace of mind.
Jon will also discuss the importance of setting up and maintaining a proper estate plan during COVID-19. With each of us facing so many unknowns, it is critical for each of us to have basic documents in place in case of an emergency and why choosing the correct health care agent is important.
Free Pet Trust Seminar
Learn how to care for you and your pets when you no longer can. AAWL and Jon Linford will help settle your worries and create a plan for the future.
Through the years, your beloved pets have provided you with companionship, love and comfort. Have you made plans for them if something happens to you? Does your family know what your wishes are concerning your pets?
This presentation will cover: • Basics of estate planning for you and your pets • How to decide who will care for them • How to set up a pet trust •
Have questions about AAWL's "Angels For Animals" Program? Contact Teresa Valencia, Donor Relations Manager at tvalencia@aawl.org or 602.273.6852 x106
The Problem with Joint Tenancy
Jim and Lisa will cover problems with joint tenancy, such as:
• How joint tenancy exposes one joint tenant to the financial risks, liabilities, and other potential problems suffered by other joint tenants.
• How the first joint tenant to die loses all control as to whom or how his or her assets will ultimately be distributed.
• How joint tenancy can actually expose your estate to costly capital gains taxes.
Jim and Lisa will cover problems with joint tenancy, such as:
• How joint tenancy exposes one joint tenant to the financial risks, liabilities, and other potential problems suffered by other joint tenants.
• How the first joint tenant to die loses all control as to whom or how his or her assets will ultimately be distributed.
• How joint tenancy can actually expose your estate to costly capital gains taxes.
