- This event has passed.
FREE Client-only Seminar
March 24, 2016 @ 1:00 pm - 2:30 pmFree
All clients and their friends will want to attend this FREE SEMINAR where you will find out:
- How to make sure your Living Trust stays up to date so that your loved ones will avoid thousands of dollars in needless fees and many months (if not years) in Arizona’s Probate Court system.
- How your Living Trust can protect your loved ones’ inheritances from unexpected crises in their lives, such as divorces, lawsuits and creditors! (A Living Trust that merely avoids probate isn’t good enough anymore!)
- How to avoid automatic taxation on what may be your most valuable assets, such as your IRAs, 401(k)s and retirement plans; and how these become vulnerable under a recent Supreme Court case when you are gone.
- How to fix older Living Trust plans that usually force the surviving spouse to endure needless paperwork and legal & accounting fees.
- How to make sure your plan will work properly when you or your spouse become ill.
Tickets are not available as this event has passed.