(Feb 26th) Preparing Your Estate Plan. (Sedona, AZ)

Type: seminar Date: February 26 Time: 11:00 AM - 12:30 PM Venue: OLLI at Yavapai College, 4215 Arts Village Drive, Sedona,
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    • BEGIN:VCALENDAR VERSION:2.0 PRODID:-//AMS//NONSGML v1.0//EN CALSCALE:GREGORIAN BEGIN:VEVENT VENUE:OLLI at Yavapai College DESCRIPTION:  It’s a topic people tend to put off or ignore, but one of the most important things you can do is to develop a sound estate plan.  Doing so lets you take a giant step toward a more secure future for yourself and generations to come.   Attend our Preparing Your Estate Plan presentation to learn more […] ADDRESS:4215 Arts Village Drive DTSTART:20190226T110000 DTEND:20190226T123000 URL;VALUE=URI:https://morristrust.com/seminars/feb-26th-preparing-your-estate-plan-sedona-az/ SUMMARY:(Feb 26th) Preparing Your Estate Plan. (Sedona, AZ) LOCATION:OLLI at Yavapai College, 4215 Arts Village Drive, Sedona, PHONE: DTSTAMP:20210925T213928 UID:614f9710b654c END:VEVENT END:VCALENDAR
      (Feb 26th) Preparing Your Estate Plan. (Sedona, AZ).ics

 

It’s a topic people tend to put off or ignore, but one of the most important things you can do is to develop a sound estate plan.  Doing so lets you take a giant step toward a more secure future for yourself and generations to come.

 

Attend our Preparing Your Estate Plan presentation to learn more about: •  What to consider when creating your will. •  The benefits of a trust in estate planning. •  How to help reduce taxes on your estate. •  How insurance can help protect your family.

Jonathan Linford, Esq from Morris Hall, PLLC will be available to answer your estate planning questions at OLLI at Yavapai College (Map)

We hope you will join us. Please call 928 649-4275 by 2/15/19 to register with OLLI (fee applies).

Donna M Wiseman Financial Advisor www.edwardjones.com Member SIPC Edward Jones, its employees and financial advisors are not estate planners and cannot provide tax or legal advice. You should consult with a qualified tax advisor or legal professional regarding your specific situation. 2530 W State Route 89a Ste C-1, Sedona, AZ 86336 928-282-1194
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