Estate Planning Basics

11001 North 40th Street,Phoenix AZ 85028

23 October, 2021

Description

In this seminar you will learn the basics of why you want an estate plan done right to know your choices will be known and honored. Why you need an estate plan, even if you aren’t rich. (And, how it may be even more important for families of modest means) The 3 things your estate plan must include to keep your money out of the hands of the government (and almost certainly doesn't right now, even if you’ve worked with a lawyer). How often your Will or Trust needs to be reviewed and updated to ensure they work and don’t become a pile of expensive, and useless, paper in your desk drawer or bookshelf. What estate planning should cost and who pays the cost of a “too cheap” plan