(6/17) What Happens When You Die? (and you didn’t create a plan) – with Lisa Wynn

Type: seminar Date: June 17 Time: 10:00 AM - 11:00 AM
  • + Calendar
    • Google Calendar
    • Outlook Calendar
    • Download ICS File
    • BEGIN:VCALENDAR VERSION:2.0 PRODID:-//AMS//NONSGML v1.0//EN CALSCALE:GREGORIAN BEGIN:VEVENT VENUE: DESCRIPTION:REGISTER NOW 10 am (AZ Time) 11 am (NM Time) (6/17) What Happens When You Die? (and you didn’t create a plan) Out of date plans that do not reflect personal changes and/or updates in the laws. No provisions to help protect you from living or death probate, crushing nursing home and/or long-term care expenses. […] ADDRESS: DTSTART:20200617T100000 DTEND:20200617T110000 URL;VALUE=URI:https://morristrust.com/seminars/6-17-what-happens-when-you-die-and-you-didnt-create-a-plan-with-lisa-wynn/ SUMMARY:(6/17) What Happens When You Die? (and you didn’t create a plan) – with Lisa Wynn LOCATION: PHONE: DTSTAMP:20210925T223451 UID:614fa40b06e6b END:VEVENT END:VCALENDAR
      (6/17) What Happens When You Die? (and you didn’t create a plan) – with Lisa Wynn.ics
REGISTER NOW 10 am (AZ Time) 11 am (NM Time)

(6/17) What Happens When You Die? (and you didn’t create a plan)

  • Out of date plans that do not reflect personal changes and/or updates in the laws.
  • No provisions to help protect you from living or death probate, crushing nursing home and/or long-term care expenses.
  • Estate plans that do not match financial and retirement goals or capture family values.

Additionally, we will cover other critical questions that many people have about what happens upon death.

  • Are my family and their inheritance protected?
  • What are the first steps my successor trustee needs to take when I die?
  • What are the tax implications after death?

Presenter Lisa Wynn

REGISTER NOW
Event is due and cannot be registered at the moment