Your legacy is not only compromised of the financial assets you have accumulated over the years, but also includes family memories, heirlooms, and traditions.
Protecting a Legacy can mean different things, such as:

What is the best way to pass along my retirement assets?
How can I help my special needs grandchild?
When should I create an estate plan?
Who gets the photographs and family recipes?


West will also focus on the tax side of things (Estate, Income & Capital Gains) as well as asset / divorce protection for children.
While a legacy might mean something different to each of us, one thing should be the same for all of us - protecting it should start right now.
Feel free to invite your Friends and family members to attend. (from )

morristrust.com/seminars/625-how-to-protect-your-legacy-with-david-eastman/

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  July 30, 2020 from 10:00 to 11:00 am

  July 30, 2020 10:00 to July 30, 2020 11:00
• ZOOM
  3300 North Central Avenue, Phoenix, AZ

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