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Seminar: The 10 Most Common Mistakes in Estate Planning

November 12, 2019 @ 10:00 am - 11:30 am

Please join us for a FREE seminar where attorneys Matt Dana and Norris Heckle 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 refreshments will be included.

Event Registration

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Details

Date:
November 12, 2019
Time:
10:00 am - 11:30 am

Organizer

Dana Whiting Law
Phone
480-515-3716
View Organizer Website

Venue

FireRock Country Club
16000 FireRock Country Club Drive
Fountain Hills, AZ 85268 United States
+ Google Map
Phone
480-836-8100
View Venue Website