Estate Planning Q&A with Jon and Guest Speaker

from Dan R. Morris

Join Jon for a monthly estate planning Q&A
Guest Speaker: Ron Goldman, LMSW, LF, CMC with Arizona Elder Care LLC and Senior Support LLC
Ron will be presenting on:
• What is a Fiduciary?
• What roles do they play?
• Why use a Fiduciary.
• Costs Involved.
Jon will also cover any questions that you might have concerning your estate plan, such as:
What role does a trustee have in your planning?
Who should you choose to be your trustee?
What contact information should you keep with your estate plan?
Prescott Office (Map)
RSVP by filling in the form below, or email info@morristrust.com or call (928) 778.2655 (from )

34.5412183
-112.4726807
Something wrong? Flag this event