Presented by MH attorneys and knowledgeable guest speakers
Live webinars recorded for you to watch at your leisure
There are many important reasons for completing an A/B split when the first spouse passes away that benefit the surviving spouse and the beneficiaries after the second spouse passes. Understanding which accounts should go into the A compared to the B trust is a complicated process, but not the only step that should be evaluated, many are often overlooked.
West Hunsaker with MH and guest presenters, Tim Kerrigan and Steve Leach from Clark Street Financial, address important issues to consider when preparing for an A/B split and how to maximize your investment strategy once the split has been completed.
IRA/401k – The Debt Your Kids Will Inherit
The government has allowed you to defer taxes on your retirement plans for decades and you have amassed a large amount of money. The problem is someone is going to have to pay taxes on this money eventually.
In this webinar, Charles Randall and Steve Leach from Clark Street Financial will explain how the taxation of IRAs/401(k)s etc., what the tax implications will be for your beneficiaries, and how to lessen or avoid the pain of paying taxes.
Join Michael Halliday as he discusses the differences between wills and trusts and explains the basic responsibilities of the successor trustee during incapacity and at death.
• Common misunderstandings about a will.
• What makes a trust an ideal estate planning tool?
• How does the role/responsibility of a trustee differ from a personal representative/executor?
The Skinny on Medicare in 2021 Are you Ready?
Presented by attorney, Lisa Wynn Cosper, with Guest Speaker, Ryan Steinert with Your Medicaid Helper
Ryan will cover the most important topics you need to know about Medicare and also review:
• The changing landscape of Medicare and how to make sense of it all.
• Medicare vs Medicare Advantage plans: The real skinny.
• The 3 things you need to understand about your drug plans.
Lisa will also review the benefits of an estate plan.
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? AAWL and Michael Halliday will help settle your worries and create a plan for the future.
• 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
Trustee School, Part 1 of 3 – Estate Planning 101
Join Morris Hall attorneys, Michael Halliday and Lisa Wynn, in their first of three webinar classes. Part 1 compares the difference between wills and trusts, and explain the basic responsibilities of the successor trustee during incapacity and at death.
Trustee School, Part 2 of 3 – Trust Administration: The Ins and Outs
We understand it can be extremely challenging to navigate the multiple legal, tax and financial matters while coping with the loss of a loved one. Our firm is here to shepherd families through the tax and legal challenges so they can focus more energies on healing and moving forward.
Trustee School, Part 3 of 3 – Failing to Plan = Probate
Join Mike and Lisa in their last of three webinar classes as they delve into the pits of probate.
Strengthen Your Money Relationship
Join Jon Linford with Guest Speakers: Lois Carrier and David Maurice with WorthWhile Wealth Council.
•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.
