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(Oct 31st) Protecting Your Family and Leaving a Legacy (Sun Lakes, AZ) - Morris Hall, PLLC

(Oct 31st) Protecting Your Family and Leaving a Legacy (Sun Lakes, AZ)

Type: seminar Date: October 31 Time: 10:00 AM - 12:00 PM Venue: Oakwood Country Club at IronOaks, 24218 S Oakwood Blvd, Sun Lakes,
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    • BEGIN:VCALENDAR VERSION:2.0 PRODID:-//AMS//NONSGML v1.0//EN CALSCALE:GREGORIAN BEGIN:VEVENT VENUE:Oakwood Country Club at IronOaks 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 Michael Halliday 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 […] ADDRESS:24218 S Oakwood Blvd DTSTART:20191031T100000 DTEND:20191031T120000 URL;VALUE=URI:https://morristrust.com/seminars/oct-31st-protecting-your-family-and-leaving-a-legacy-sun-lakes-az/ SUMMARY:(Oct 31st) Protecting Your Family and Leaving a Legacy (Sun Lakes, AZ) LOCATION:Oakwood Country Club at IronOaks, 24218 S Oakwood Blvd, Sun Lakes, PHONE: DTSTAMP:20210620T041432 UID:60cec0a82f3f6 END:VEVENT END:VCALENDAR
      (Oct 31st) Protecting Your Family and Leaving a Legacy (Sun Lakes, 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 Michael Halliday

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 

OakWood Country Club at IronOaks (Map) Please come 15 minutes earlier for registration. Light refreshments are provided.
Event is due and cannot be registered at the moment