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(May 12, 3pm-PDT) Webinar - The 8 Most Common Estate Planning Mistakes with SECURE Act with David Eastman, William Morgan and Tim Kerrigan - Morris Hall, PLLC

(May 12, 3pm-PDT) Webinar – The 8 Most Common Estate Planning Mistakes with SECURE Act with David Eastman, William Morgan and Tim Kerrigan

Type: seminar Date: May 12 Time: 03:00 PM - 04:00 PM Venue: Webinar, Webinar, Paradise Valley / Scottsdale,
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    • BEGIN:VCALENDAR VERSION:2.0 PRODID:-//AMS//NONSGML v1.0//EN CALSCALE:GREGORIAN BEGIN:VEVENT VENUE:Webinar DESCRIPTION:REGISTER NOW 3:00 PM – AZ time 4:00 PM – NM time Free WEBINAR on Living Trust and Wills – Attend from the comfort of your home. How estate plans routinely fail and what you can do about it. PLUS vital information on the new SECURE Act and how it impacts the strategy of your […] ADDRESS:Webinar DTSTART:20200512T150000 DTEND:20200512T160000 URL;VALUE=URI:https://morristrust.com/seminars/may-12-3pm-pdt-webinar-the-8-most-common-estate-planning-mistakes-with-secure-act-with-david-eastman-william-morgan-and-tim-kerrigan/ SUMMARY:(May 12, 3pm-PDT) Webinar – The 8 Most Common Estate Planning Mistakes with SECURE Act with David Eastman, William Morgan and Tim Kerrigan LOCATION:Webinar, Webinar, Paradise Valley / Scottsdale, PHONE: DTSTAMP:20210620T182146 UID:60cf873a63f38 END:VEVENT END:VCALENDAR
      (May 12, 3pm-PDT) Webinar – The 8 Most Common Estate Planning Mistakes with SECURE Act with David Eastman, William Morgan and Tim Kerrigan.ics
REGISTER NOW 3:00 PM - AZ time 4:00 PM - NM time Free WEBINAR on Living Trust and Wills - Attend from the comfort of your home. How estate plans routinely fail and what you can do about it. PLUS vital information on the new SECURE Act and how it impacts the strategy of your retirement savings. Join Morris Hall Attorneys, David Eastman and William Morgan, with guest speaker Tim Kerrigan of Clark Street Financial as they talk about the most common mistakes in estate planning. In this webinar, we’ll discuss the pitfalls we see in many clients’ estate plans, including: • Estate plans are out of date  • Estate plans do not include provisions to help protect you from probate and crushing nursing-home and/or long-term care expenses. • Estate plans do not match your goals or capture family values or life’s lessons. • SECURE Act changes to required minimum distributions, contribution rules and elimination of the “stretch” IRA for most beneficiaries.

REGISTER for this Webinar by clicking on this link

If you have a question, or would like a one-on-one phone consult to review your estate plan, please call 888-222-1328.
Event is due and cannot be registered at the moment