Don’t let a false sense
of security now hurt
your loved ones later.
LEARN HOW YOU CAN PROTECT THEM
Don’t let a false sense of security now hurt your loved ones later.
LEARN HOW YOU CAN PROTECT THEM
We invite you and an adult guest to enjoy dinner while you learn about the benefits, drawbacks and myths surrounding trusts & estate planning at no cost to you. In fact, spending two hours at one of our events just might save you (or your heirs) thousands – if not tens of thousands – in the future.
Choose the event that fits your schedule
There are two ways to register. Fill out the form below or call our reservation line at 480-751-3445
Highlights:
Thursday, November 7th
6:00 PM
The Capital Grille, Scottsdale
16489 N. Scottsdale Road
Scottsdale, AZ 85254
Tuesday, November 12th
6:00 PM
The Capital Grille, Scottsdale
16489 N. Scottsdale Road
Scottsdale, AZ 85254
Thursday, November 14th
6:00 PM
Preston’s Steakhouse, Scottsdale
8700 E Pinnacle Peak Rd. #115
Scottsdale, AZ 85255
- Why having a will means you WILL go to probate
- Splitting a revocable trust when a spouse passes away
- Rethinking an outright transfer of wealth to your beneficiaries
- Owning nothing, but having everything
- Protecting heirs from creditors, predators, divorce, litigation, & claims
- Aiming retirement plans at your trust, and doing it the RIGHT way
- Learning why having a revocable trust may cost you more in taxes.
Highlights:
- Why having a will means you WILL go to probate
- Splitting a revocable trust when a spouse passes away
- Rethinking an outright transfer of wealth to your beneficiaries
- Owning nothing, but having everything
- Protecting heirs from creditors, predators, divorce, litigation, & claims
- Aiming retirement plans at your trust, and doing it the RIGHT way
- Learning why having a revocable trust may cost you more in taxes.
Trusts and Beyond is not intended for the education of financial, legal, or real estate professionals. For more information, please contact our office at 602-230-8222.