(Oct 30th) Protecting Your Family and Leaving a Legacy (Surprise, AZ)

Type: seminar Date: October 30 Time: 10:00 AM - 12:00 PM Venue: Office Evolution - Surprise, 15331 W Bell Rd, Ste 212, Surprise,
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    • BEGIN:VCALENDAR VERSION:2.0 PRODID:-//AMS//NONSGML v1.0//EN CALSCALE:GREGORIAN BEGIN:VEVENT VENUE:Office Evolution - Surprise DESCRIPTION:Protecting Your Family and Leaving a Legacy – Why most estate plans fail and how to make yours a success Presented by Morris Hall Attorney Dave Eastman  About this event: Most living trusts are designed to protect your estate from expensive probate court administration at death and to legally avoid taxes. These are great goals, […] ADDRESS:15331 W Bell Rd, Ste 212 DTSTART:20191030T100000 DTEND:20191030T120000 URL;VALUE=URI:https://morristrust.com/seminars/oct-30th-protecting-your-family-and-leaving-a-legacy-surprise-az/ SUMMARY:(Oct 30th) Protecting Your Family and Leaving a Legacy (Surprise, AZ) LOCATION:Office Evolution - Surprise, 15331 W Bell Rd, Ste 212, Surprise, PHONE: DTSTAMP:20210928T073949 UID:6152c6c59155f END:VEVENT END:VCALENDAR
      (Oct 30th) Protecting Your Family and Leaving a Legacy (Surprise, AZ).ics

Protecting Your Family and Leaving a Legacy - Why most estate plans fail and how to make yours a success

Presented by Morris Hall Attorney Dave Eastman 

About this event: Most living trusts are designed to protect your estate from expensive probate court administration at death and to legally avoid taxes. These are great goals, but almost all the plans we review are inadequately completed, which means that probate will still happen and assets and finances will be lost.  But even more alarming is that most estate plans do not properly address disability, remarriage of a surviving spouse (which could disinherit the children from the first marriage), or protection from creditors and lawsuits, as well as many other issues that could waste what you worked so hard all your life to earn. The goal of this workshop is to make you aware of these risks; and more importantly to show you how to plan and protect your wealth, so that you can leave your family a meaningful legacy. LEGACY WEALTH PLANNING SEMINARS

Seating is limited.  RSVP by filling in form below or call (602) 249-1328 

Estate Planning Seminar -  Office Evolution (Map) Please come 15 minutes earlier for registration. Light refreshments are provided. 
Event is due and cannot be registered at the moment