Estate Planning 101 – Will vs Trust
Join us from the comfort of your couch!
Oct 12, 10AM AZ/11am NM
Presenters: Michael Halliday from Morris Hall
Join Michael Halliday as he discusses the differences between wills and trusts and explains the basic responsibilities of the successor trustee during incapacity and at death.
- Common misunderstandings about a will.
- What makes a trust an ideal estate planning tool?
- How does the role/responsibility of a trustee differ from a personal representative/executor?
Yes! Send me the instructions on how to join this 90 minute estate planning webinar!
Michael Halliday was born and raised in Mesa, AZ. He is the youngest of 4 children. Michael learned early on the importance of establishing a proper estate plan. He witnessed firsthand his mom and aunts fighting over his grandmother’s meager estate, causing a rift in their relationship that would last until his aunts died. This experience shaped Michael’s focus to ensure individuals and families could avoid this unnecessary trauma and have peace of mind by establishing and maintaining a suitable estate plan.