Most estate plans work
perfectly…until they’re
actually needed.
LEARN WHAT TO DO
Most estate plans work perfectly…until they’re actually needed..
LEARN WHAT TO DO
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 480-210-3545
Tuesday, February 24th
6:00 PM
The Capital Grille, Scottsdale
16489 N. Scottsdale Road
Scottsdale, AZ 85254
Thursday, February 26th
6:00 PM
The Capital Grille, Scottsdale
16489 N. Scottsdale Road
Scottsdale, AZ 85254
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.
- 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.
Securities offered through Cetera Wealth Services, LLC, member FINRA/SIPC. Some advisory services offered through Cetera Investment Advisers LLC and some offered through NetVEST Financial LLC, registered investment advisers. Cetera firms are under separate ownership from any other named entity.
Cetera Wealth Services, LLC exclusively provides investment products and services through its representatives. Although Cetera does not provide tax or legal advice, or supervise tax, accounting or legal services, Cetera representatives may offer these services through their independent outside business. This information is not intended as tax or legal advice.
