The Good,
The Bad,
& The
Unexplained
We invite you to attend a presentation specifically designed to inform you about reaping the benefits, avoiding the most frequent and costly pitfalls, and debunking the myths surrounding trusts and estate planning.
Whether you have no plan whatsoever or a complex trust… our enlightening presentation covers estate management strategies that your professionals likely have not shared with you. No products of any kind are promoted or sold. We provide this educational seminar to share imperative information with the public, while allowing our attendees to gain an introduction to our firm- to “kick the tires”, so to speak.
Highlights:
- Why only having a will means you will go to probate
- How to split a revocable trust when your spouse passes away
- Why savvy affluent families actually own nothing (but in reality have everything!)
- How to protect your heirs from creditors, predators, divorce, litigation & claims
- How to integrate your investments with your estate & tax plan — it’s imperative!
- Why having a revocable trust may cost you MORE in taxes
Even with the help of an attorney
90% of estate plans will fail when they are needed.
– Alexis Martin Neely, attorney, best-selling author and legal commentator
Make an appointment with us
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Contact us at
480-751-2875
To schedule a completely complimentary appointment with us, call and leave a voicemail, and we will contact you within 48 hours to set up your appointment. For messages left over the weekend we will return your call the next business day. Please leave the following pieces of information on the voicemail:
- Your full name
- Your phone number
- Best day and times for a meeting
For the health and safety of you and our team, appointments can be held virtually via phone call or video call, in addition to in-person.
More Information:
The length of an informational, complimentary meeting is approximately two hours, and both John Cartolano & Jayson Walker are available to answer any of your specific questions.
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.