(May 13, 10am-MDT) Webinar – The 8 Most Common Estate Planning Mistakes with SECURE Act with James Plitz and Lisa Wynn

Type: seminar Date: May 13 Time: 10:00 AM - 11:00 AM Venue: Webinar, Webinar, Cities Throughout,
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    • BEGIN:VCALENDAR VERSION:2.0 PRODID:-//AMS//NONSGML v1.0//EN CALSCALE:GREGORIAN BEGIN:VEVENT VENUE:Webinar DESCRIPTION:REGISTER NOW Free WEBINAR on Living Trust and Wills – Attend from the comfort of your home. 10:00 AM – NM time 9:00 AM – AZ time 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:20200513T100000 DTEND:20200513T110000 URL;VALUE=URI:https://morristrust.com/seminars/may-13-10am-mdt-webinar-the-8-most-common-estate-planning-mistakes-with-secure-act-with-james-plitz-and-lisa-wynn/ SUMMARY:(May 13, 10am-MDT) Webinar – The 8 Most Common Estate Planning Mistakes with SECURE Act with James Plitz and Lisa Wynn LOCATION:Webinar, Webinar, Cities Throughout, PHONE: DTSTAMP:20210925T203035 UID:614f86eb0a3f3 END:VEVENT END:VCALENDAR
      (May 13, 10am-MDT) Webinar – The 8 Most Common Estate Planning Mistakes with SECURE Act with James Plitz and Lisa Wynn.ics
REGISTER NOW Free WEBINAR on Living Trust and Wills - Attend from the comfort of your home. 10:00 AM - NM time 9:00 AM - AZ time 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, James Plitz and Lisa Wynn 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 In this webinar, we’ll discuss the pitfalls we see in many clients’ estate plans, including: • Estate plans are out of date  • Estate plans do not include provisions to help protect you from probate and crushing nursing-home and/or long-term care expenses.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.
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