Estate Planning Q&A with Tim – How tax reform changes could affect you

from 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 or call (480) 385-1700. (from )

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