Estate Planning Q&A with Tim – How tax reform changes could affect youfrom Dan R. Morris
Seats fill up fast – RSVP REQUIRED
He will be answering questions regarding estate planning techniques. Ask questions, such as:
● How can you protect your IRA for your beneficiaries?
● Can you protect your estate from taxes?
● How does the step-up in basis work?
● Should your financial plan be part of your estate plan?
Mesa Office (Map)
RSVP by filling in the form below, or email firstname.lastname@example.org or call (480) 385-1700. (from )