(June 13th) 8 Costly Mistakes that Families Make in Their Estate Planning (Sedona, AZ)

Type: seminar Date: June 13 Time: 10:00 AM - 11:30 AM Venue: Mary D. Fisher Theatre, 2030 W State Route 89A, Sedona,
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    • BEGIN:VCALENDAR VERSION:2.0 PRODID:-//AMS//NONSGML v1.0//EN CALSCALE:GREGORIAN BEGIN:VEVENT VENUE:Mary D. Fisher Theatre DESCRIPTION:Free Living Trusts and Wills Event  –  Learn Why Your Family Might Never Receive Your Full Estate Discover how an estate plan can benefit your family. Protect your assets, provide for your loved ones, and understand what happens when you die. 1. PROBATE: Avoid the courtroom. Avoid sensitive information from going public. Avoid the government’s estate plan for […] ADDRESS:2030 W State Route 89A DTSTART:20180613T100000 DTEND:20180613T113000 URL;VALUE=URI:https://morristrust.com/seminars/june-13th-8-costly-mistakes-that-families-make-in-their-estate-planning-sedona-az/ SUMMARY:(June 13th) 8 Costly Mistakes that Families Make in Their Estate Planning (Sedona, AZ) LOCATION:Mary D. Fisher Theatre, 2030 W State Route 89A, Sedona, PHONE: DTSTAMP:20210925T210657 UID:614f8f7154821 END:VEVENT END:VCALENDAR
      (June 13th) 8 Costly Mistakes that Families Make in Their Estate Planning (Sedona, AZ).ics

Free Living Trusts and Wills Event  -  Learn Why Your Family Might Never Receive Your Full Estate Discover how an estate plan can benefit your family.

Protect your assets, provide for your loved ones, and understand what happens when you die.

1. PROBATE: Avoid the courtroom. Avoid sensitive information from going public. Avoid the government’s estate plan for you. Avoid potential delays. 2. NURSING HOME COSTS: Protect your nest egg from nursing home costs, which average over $6,388 a month in Arizona. 3. DIVORCE: Preserve your children's inheritance if they divorce. Ex in-laws could walk off with up to 50% of your assets. 4. REMARRIAGE & BLENDED FAMILIES: Prevent your assets from going to a stranger or future step-children instead of your children if your spouse remarries after your death. 5. CAPITAL GAINS TAX: Eliminate or minimize estate and federal capital gains taxes. 6. RETIREMENT PLANS: Choose the right option to preserve your IRA or 401(k). Take advantage of opportunities to minimize income taxes for your beneficiaries. 7. HEALTHCARE POWER OF ATTORNEY: Make your final wishes known with a Living Will and avoid the humiliation and expense of a guardianship proceeding if you become legally incapacitated. 8. COMMUNITY PROPERTY: Create necessary documents to take advantage of special community property laws available only in Arizona and 8 other states. Mary D. Fisher Theatre (Map)  -   Friends, family and neighbors are welcome. RSVP by filling in form below, or email reservation to info@morristrust.com or call our office at (928) 788-2655.
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