Seminar Announcement: MH and Make A Wish Foundation Joint Presentation on Charitable Giving, Living Trusts and Medicare

Make the Most of Your Estate Planning
Medicare, Charitable Giving and Your Living Trust

Morris Hall

Morris Hall, Arizona’s premier estate planning lawfirm, is joining forces with the Make-a-Wish Foundation and Michael Clark of Strategic Growth Insurance Associates (SGIA) to bring a special NEW seminar to our clients and friends. This seminar will show you how to leverage estate planning techniques for the greatest benefit to your assets and loved ones. Learn how charitable giving can benefit you and the recipient. And, learn how to leverage other financial resources to pay for your care, reserving your assets for your loved ones.

The Make-A-Wish Foundation

Through the Make-A-Wish Foundation, you can discover opportunities for charitable giving and how it can positively affect your estate planning. Charitable giving can have a number of benefits for your estate, including minimizing estate taxes. Also, it is hard to beat the feeling of satisfaction you get knowing you helped a child’s wish come true!

Michael Clark of SGIA

Michael Clark is an expert on Medicare and will provide vital information on the nuances of the Medicare system and the different options that are available to those that are ready to apply. We know that Medicare can be a nightmare to try and navigate through and that is why we have partnered up with one of the leading experts in this field to assist our clients that are ready to start applying for their Medicare benefits. His knowledge will save you time and money, allowing you to receive the best medical coverage possible under the Medicare system, and will preserve more of your estate, leaving a legacy for those you love.

Join us for this exclusive new seminar!

Tuesday, June 19th, 7:00PM 
Hilton Scottsdale Resort and Villas
6333 North Scottsdale Road
Scottsdale, Arizona 85250 (map)

Seats are limited, so register online or by calling 602.249.1328 today!

• Author
• Recent Posts

Morris Hall, PLLC

At Morris Hall, we have focused our legal practice on estate planning for over 50 years.  Along with estate planning, our attorneys help clients and their families with matters of probate, trust administration, wills, powers of attorney, business planning, succession planning, legacy planning, charitable gifting, and other important legal aspects.  Our Arizona offices are located in Phoenix, Mesa, Scottsdale, Tucson, Prescott, Flagstaff and Arrowhead.  Contact us today at 888.222.1328 to schedule an appointment!

This blog should be used for informational purposes only. It does not create an attorney-client relationship with any reader and should not be construed as legal advice. If you need legal advice, please contact an attorney in your community who can assess the specifics of your situation.

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