Seminars

FALL 2018 SEMINARS

LOCATION: 11811 N. Tatum., Suite P-112, Phoenix, AZ 85028

TIME: Wednesdays | 6:30-7:30 p.m.

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September 5 & December 5

2 OPPORTUNITIES COMING THIS FALL TO LEARN ABOUT: REVOCABLE IVING TRUST - PROTECTING YOU AND YOUR "STUFF"

Revocable trusts are reliable way to control your assets use and distribution during your life while you are unable to act for yourself or when you have died. Learn how a trust:

  • avoids probate
  • can share your values and leave a legacy
  • provides control over income and principle while you are living
  • offers asset protection after you die from creditors, predators, bankruptcy and beneficiaries’ poor choices
  • protects large estates from estate tax and generation skipping transfer tax
  • uses a trustee and how to pick the best one for you
  • provided flexibility for unknown circumstances
  • helps keep separate property and community property straight

Wed September 5 | RSVP to Lisa@AheadOfTheCurveLaw.com by 9/2

Wed December 5 | RSVP to Lisa@AheadOfTheCurveLaw.com by 12/2

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September 26 & December 12

2 OPPORTUNITIES COMING THIS FALL TO LEARN HOW: RETIREMENT TUSTS PROTECT ASSETS

If you have a more than $150,000 in an IRA or 401k or other pre-tax, retirement account, a retirement trust can offer benefits such as:

  • Control through an irrevocable retirement trust v. loss of control with a rollover IRA
  • Preventing a surviving spouse from changing beneficiaries
  • Accumulating assets to protect them from creditors, predators, bankruptcy and poor beneficiary choices
  • Continuing tax-deferred growth based on the beneficiaries’ life span
  • Protecting the assets regardless of the beneficiaries’ places of residence

COME AND LEARN ABOUT HOW A RETIREMENT TRUST CAN HELP!

Wed September 5 | RSVP to Lisa@AheadOfTheCurveLaw.com by 9/2

Wed December 5 | RSVP to Lisa@AheadOfTheCurveLaw.com by 12/2

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October 24

ONE OPPORTUNITY COMING THIS FALL TO LEARN ABOUT: GIVING TO MY GRANDCHILDREN

If you are concerned about providing directly for your grandchildren, rather than through your children, we will overview options that accomplish that:

  • Dynasty trust planning
  • Irrevocable trust planning
  • 529 planning
  • Life insurance planning
  • IRA planning
  • 2503(c) Trusts

DISCOVER HOW TO CONVEY YOUR VALUES TO YOUR GRANDCHILDREN WHEN YOU LEAVE A LEGACY!

Wed October 24 | RSVP to Lisa@AheadOfTheCurveLaw.com by 10/21

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September 18 and November 28

2 OPPORTUNITIES COMING THIS FALL TO LEARN ABOUT: GUN TRUST PLANNING TO PROTECT LOVED ONES AND YOUR GUNS

Arizonans love guns! We also love our family and friends to whom we entrust them when we are disabled or have died. Learn how firearms planning:

  • Protects loved ones from accidentally committing felonies when transferring these weapons
  • Instructs your trustees about your personal wishes and how to follow gun laws to avoid problems
  • Protects the value of your firearms and accessories
  • Avoids probate
  • Avoids unnecessary transfer tax
  • Works like a family trust and can leave a legacy for your family

Join us and learn about Legal Safety through these trusts and how to get your guns to a good home!

Tues September 18 | 6pm-8pm | C2 Tactical Shooting Range at 7000 E. Mayo Blvd. | RSVP to Lisa@AheadOfTheCurveLaw.com by 9/15

Wed November 28 | RSVP to Lisa@AheadOfTheCurveLaw.com by 11/25