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Dinner Seminar: The 10 Most Common Mistakes in Estate Planning

November 13 @ 5:00 pm - 7:00 pm

**THIS EVENT IS AT CAPACITY. PLEASE CALL OUR OFFICE at 480-515-3716 TO BE PLACED ON A WAITLIST OR FEEL FREE TO REGISTER  FOR OUR SAME EVENT ON OCT 14 AT THE KEG AT SAN TAN.**

Please join us for a FREE seminar with attorneys Matt Dana and Trevor Whiting where they will be discussing:

  • 60% of adults don’t have a Will – what is the consequence of dying without one?
  • Pros and Cons of Internet Documents – is it worth taking a chance?
  • What is probate, what causes it to be expensive, and how can it be avoided?
  • How to protect your estate from estate taxes, income taxes, and capital gains.
  • What qualifications should my executor have, and what are my choices?
  • How you should avoid family conflicts and disputes.
  • How long has it been since you have reviewed your documents?  Think about:
    1. Changes in your assets
    2. Changes in the family dynamics
    3. Changes in the tax laws/ probate laws

All guests will be offered a simple amendment to their will or trust.

Complimentary dinner will be included.

Event Registration

Details

Date:
November 13
Time:
5:00 pm - 7:00 pm

Organizer

Dana Whiting Law
Phone:
480-515-3716
Website:
https://danawhitinglaw.com/

Location

The Keg Chandler
3065 W. Chandler Boulevard
Chandler, AZ 85226 United States
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Phone:
(480) 899-7500