It’s a topic people tend to put off or ignore, but one of the most important things you can do is to develop a sound estate plan. Doing so lets you take a giant step toward a more secure future for yourself and generations to come.
Attend our Preparing Your Estate Plan presentation to learn more about:
• What to consider when creating your will
• The benefits of trusts in estate planning
• How to help reduce taxes on your estate
• How insurance can help protect your family
Jonathan Linford, Esq from Morris Hall, PLLC will be available to answer your estate planning questions at OLLI at Yavapai College (Map)
We hope you will join us. Please call 928 649-4275 by 10/15/18 to register with OLLI (fee applies).
Donna M Wiseman
Edward Jones, its employees and financial advisors are not estate planners and cannot provide tax or legal advice. You should consult with a qualified tax advisor or legal professional regarding your specific situation.
2530 W State Route 89a Ste C-1, Sedona, AZ 86336