(Feb 19th- 6 PM) What Happens When You Die? (Albuquerque, NM)

from Dan R. Morris

Living Trust and Wills Seminar

Morris Hall attorneys, James Plitz and Lisa Wynn, will answer the following questions:
1. Retirement Plans. How does the newly enacted SECURE Act work, and how does it affect my IRA?
2. Probate. What is probate and how can it be avoided?
3. Taxes. How can community property and proper estate planning reduce or eliminate capital gains tax?
4. Death or Incapacity. How does a will or trust impact my family when I die or if I become incapacitated?
5. Peace of Mind. How do I know if my estate plan is up-to-date? How do I discuss my plan with my loved ones?
6. Other Considerations. What other risks and issues, such as taxes, lawsuits, and divorce should be considered when developing my plan?

MH Albuquerque Office (Map)
RSVP by filling in the form below or call 505-889-0100 (from )

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