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Make Sure Your Estate Goes to Those You Love.
Effective estate planning is neither a simple one-time event, nor a burdensome, endless task. Nor is it restricted to individuals of a specific age, profession, income or asset base. However, even those who recognize the value of long-term estate planning often have more questions than answers.
Morris, Hall & Kinghorn is here to help. At our informative seminars, you will find out, in simple terms, how a living trust works and how it will protect against probate, guardianship, creditors and taxes. We will also explain the significant new changes in the law that have affected everyone’s estate plans. Register now. And take the first step toward providing financial security for your family’s future and eliminating the uncertainty and confusion surrounding your estate.
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Estate Planning Seminar |
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Wednesday, March 17, 2010
10:00 AM - 12:00 PM
Hampton Inn Peoria
8408 West Paradise Lane
Peoria, AZ 85382
(Just south of 83rd Ave and Bell; take Paradise Lane west and continue till you see the Hampton Inn on the right hand (north) side.)
Description
PEORIA,
AZ - GLENDALE/ARROWHEAD
“When
You Die, What You Trust Now Does for You and Your Family”
At
this presentation
you will learn:
- The importance of a living
trust and keeping it up to date
- The benefits of properly
integrating your financial plan with your estate plan
- The process and steps to take
with a living trust after a loved one passes away
- Protections for the surviving
spouse and heirs with A-B and beneficiary trusts
For a map of this
location please click HERE
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Estate Planning Seminar |
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Thursday, March 18, 2010
7:00 PM - 9:00 PM
Hilton Scottsdale Resort and Villas
6333 North Scottsdale Road
Scottsdale, AZ 85250
(Southeast corner of Scottsdale Road and East Lincoln Drive. East Lincoln Drive is between East Indian Bend Road and East McDonald Drive.)
Description
SCOTTSDALE, AZ
“When You Die, What You Trust Now Does for You and Your Family”
At this presentation you will learn:
- The importance of a living trust and keeping it up to date
- The benefits of properly integrating your financial plan with your estate plan
- The process and steps to take with a living trust after a loved one passes away
- Protections for the surviving spouse and heirs with A-B and beneficiary trusts
For a map of this location please click HERE
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Veterans Benefits Seminar (2PM) |
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Monday, March 22, 2010
2:00 PM - 4:00 PM
Prescott Public Library - Downtown
215 East Goodwin Street
Prescott, AZ 86303
(Located on the southeast corner of Goodwin and Marina, just east of the courthouse. The Meeting will be held in the Founders Suites on the lower level.)
Description
PRESCOTT, AZ
“Veterans Benefits Seminar”
Did
you know that being a veteran or the widow of a veteran can give you
access to special benefits to assist you with your care and expenses?
In fact, you may be eligible to receive up to $1,949 non-taxable income
monthly from the VA to pay for your needs. In addition to the income,
some veterans may quality for health benefits such as free medications,
durable medical equipment, glasses, hearing aides, incontinence
supplies and burial benefits. At this seminar, you will gain important
information to help you qualify for these benefits and to protect
yourself and your assets.
For
a map of this location please click HERE
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Veterans Benefits Seminar (10AM) |
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Monday, March 22, 2010
10:00 AM - 12:00 PM
Prescott Public Library - Downtown
215 East Goodwin Street
Prescott, AZ 86303
(Located on the southeast corner of Goodwin and Marina, just east of the courthouse. The Meeting will be held in the Founders Suites on the lower level.)
Description
PRESCOTT, AZ
“Veterans Benefits Seminar”
Did
you know that being a veteran or the widow of a veteran can give you
access to special benefits to assist you with your care and expenses?
In fact, you may be eligible to receive up to $1,949 non-taxable income
monthly from the VA to pay for your needs. In addition to the income,
some veterans may quality for health benefits such as free medications,
durable medical equipment, glasses, hearing aides, incontinence
supplies and burial benefits. At this seminar, you will gain important
information to help you qualify for these benefits and to protect
yourself and your assets.
For a map of this location please click HERE
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Long Term Care Planning Seminar (9AM) |
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Thursday, March 25, 2010
9:00 AM - 11:00 AM
MHK Phoenix Office
3300 North Central Avenue, Suite 900
Phoenix, AZ 85012
(The parking garage can be accessed from the stop light at 2nd Avenue (west of Central) and Osborn. Turn south on 2nd Avenue and follow the road around to the left. Parking is in the first garage on your left, marked “3300 Tower”.)
Description
PHOENIX, AZ
“The Ins & Outs of Long-Term Care Planning”
- Elder Care Continuum - Understanding the aging
process and the care
needed at each stage
- Learning the types of care that are available to you and/or your
loved ones
- Ways to pay for elder care: Private pay, government assistance,
Medicaid, VA benefits, LTC insurance & more...
- Protect yourself from diminishing assets and ensure you have secured
your finances for your support during the elder years
For a map of this location please click HERE
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Long Term Care Planning Seminar (2PM) |
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Thursday, March 25, 2010
2:00 PM - 4:00 PM
MHK Phoenix Office
3300 North Central Avenue, Suite 900
Phoenix, AZ 85012
(The parking garage can be accessed from the stop light at 2nd Avenue (west of Central) and Osborn. Turn south on 2nd Avenue and follow the road around to the left. Parking is in the first garage on your left, marked “3300 Tower”.)
Description
PHOENIX, AZ
“The Ins & Outs of
Long-Term Care Planning”
- Elder Care Continuum - Understanding the aging
process and the care
needed at each stage
- Learning
the types of care that are available to you and/or your
loved ones
- Ways to pay for elder
care: Private pay, government assistance,
Medicaid, VA benefits, LTC insurance & more...
- Protect yourself from
diminishing assets and ensure you have secured
your finances for your support during the elder years
For a map of this location please click HERE
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Estate Planning Seminar |
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Wednesday, April 07, 2010
7:00 PM - 9:00 PM
Hotel Encanto de Las Cruces
705 South Telshor Boulevard
Las Cruces, NM 88011
(The Hotel Encanto de Las Cruces in located on the southeast corner of Telshor Blvd and Foothills Rd, directly east the Mesilla Valley Mall.)
Description
LAS CRUCES, NM
“When You
Die, What You Trust Now Does for You and Your Family”
At
this presentation you will learn:
- The
importance of a living trust and keeping it up to date
- The
benefits of properly integrating your financial plan with your estate
plan
- The
process and steps to take with a living trust after a loved one passes
away
- Protections
for the surviving spouse and heirs with A-B and beneficiary trusts
For
a map of this location please click HERE
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Estate Planning Seminar |
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Thursday, April 08, 2010
9:00 AM - 11:00 AM
Hotel Encanto de Las Cruces
705 South Telshor Boulevard
Las Cruces, NM 88011
(The Hotel Encanto de Las Cruces in located on the southeast corner of Telshor Blvd and Foothills Rd, directly east the Mesilla Valley Mall.)
Description
LAS CRUCES, NM
“When You
Die, What You Trust Now Does for You and Your Family”
At
this presentation you will learn:
- The
importance of a living trust and keeping it up to date
- The
benefits of properly integrating your financial plan with your estate
plan
- The
process and steps to take with a living trust after a loved one passes
away
- Protections
for the surviving spouse and heirs with A-B and beneficiary trusts
For
a map of this location please click HERE
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Veterans Benefits Seminar |
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Thursday, April 08, 2010
9:00 AM - 11:00 AM
Windemere Hotel and Conference Center
5750 East Main Street
Mesa, AZ 85205
(The Windemere Hotel & Conference Center is located on the north side of Main Street, west of Recker and east of Higley.)
Description
MESA, AZ
“Veterans Benefits Seminar”
Did
you know that being a veteran or the widow of a veteran can give you
access to special benefits to assist you with your care and expenses?
In fact, you may be eligible to receive up to $1,949 non-taxable income
monthly from the VA to pay for your needs. In addition to the income,
some veterans may quality for health benefits such as free medications,
durable medical equipment, glasses, hearing aides, incontinence
supplies and burial benefits. At this seminar, you will gain important
information to help you qualify for these benefits and to protect
yourself and your assets.
For a map of this location please click HERE
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Estate Planning Seminar |
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Tuesday, April 20, 2010
9:00 AM - 11:00 AM
Hampton Inn Peoria
8408 West Paradise Lane
Peoria, AZ 85382
(Just south of 83rd Ave and Bell; take Paradise Lane west and continue till you see the Hampton Inn on the right hand (north) side.)
Description
PEORIA, AZ - GLENDALE/ARROWHEAD
“Basic Estate Planning with a
Living Trust”
At this presentation we will discuss:
- The
Nuts and Bolts of Living Trusts, How Wills and Living Trusts differ
- How
Living Trusts prepared in another state are treated under Arizona law
- How
a Living Trust can protect your heirs’ inheritance from creditors,
divorce and lawsuits
For a map of this location please click HERE
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Estate Planning Seminar |
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Wednesday, April 21, 2010
9:00 AM - 11:00 AM
Windemere Hotel and Conference Center
5750 East Main Street
Mesa, AZ 85205
(The Windemere Hotel & Conference Center is located on the north side of Main Street, west of Recker and east of Higley.)
Description
MESA, AZ
“Basic Estate Planning with a Living Trust”
At this presentation we will discuss:
- The Nuts and Bolts of Living Trusts, How Wills and Living Trusts differ
- How Living Trusts prepared in another state are treated under Arizona law
- How a Living Trust can protect your heirs’ inheritance from creditors, divorce and lawsuits
For a map of this location please click HERE
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Estate Planning Seminar |
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Wednesday, April 21, 2010
7:00 PM - 9:00 PM
MHK Phoenix Office
3300 North Central Avenue, Suite 900
Phoenix, AZ 85012
(The parking garage can be accessed from the stop light at 2nd Avenue (west of Central) and Osborn. Turn south on 2nd Avenue and follow the road around to the left. Parking is in the first garage on your left, marked “3300 Tower”.)
Description
PHOENIX, AZ
“Basic Estate Planning with a
Living Trust”
At this presentation we will discuss:
- The
Nuts and Bolts of Living Trusts, How Wills and Living Trusts differ
- How
Living Trusts prepared in another state are treated under Arizona law
- How
a Living Trust can protect your heirs’ inheritance from creditors,
divorce and lawsuits
For a map of this location please click HERE
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Estate Planning Seminar |
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Thursday, April 22, 2010
7:00 PM - 9:00 PM
Camelback Inn
5402 East Lincoln Drive
Scottsdale, AZ 85253
(East of Highway 51 on the north side of Lincoln Drive about a quarter mile east of Tatum Boulevard and about 2 miles west of Scottsdale Road.)
Description
SCOTTSDALE, AZ - PARADISE VALLEY
“Basic Estate Planning with a
Living Trust”
At this presentation we will discuss:
- The
Nuts and Bolts of Living Trusts, How Wills and Living Trusts differ
- How
Living Trusts prepared in another state are treated under Arizona law
- How
a Living Trust can protect your heirs’ inheritance from creditors,
divorce and lawsuits
For a map of this location
please click HERE
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Roth IRA Seminar (10AM) |
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Tuesday, April 27, 2010
10:00 AM - 12:00 PM
Prescott Public Library - Downtown
215 East Goodwin Street
Prescott, AZ 86303
(Located on the southeast corner of Goodwin and Marina, just east of the courthouse. The Meeting will be held in the Founders Suites on the lower level.)
Description
PRESCOTT, AZ
“Should You Convert Your IRA to
a Roth?”
Did you know the rules have changed in 2010?
Learn about Roth IRAs.
Should you convert? Let
us do the math.
Can a tax-free account
give me more financial security and increase wealth to my heirs?
How do I know if my
assets are "high quality" or "low quality?"
Attend this seminar
and get the knowledge you need to position your IRA properly for you and
your heirs.
For a map of this location please click HERE
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Roth IRA Seminar (2PM) |
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Tuesday, April 27, 2010
2:00 PM - 4:00 PM
Prescott Public Library - Downtown
215 East Goodwin Street
Prescott, AZ 86303
(Located on the southeast corner of Goodwin and Marina, just east of the courthouse. The Meeting will be held in the Founders Suites on the lower level.)
Description
PRESCOTT, AZ
“Should You Convert Your IRA to
a Roth?”
Did you know the rules have changed in 2010?
Learn about Roth IRAs.
Should you convert? Let
us do the math.
Can a tax-free account
give me more financial security and increase wealth to my heirs?
How do I know if my
assets are "high quality" or "low quality?"
Attend this seminar
and get the knowledge you need to position your IRA properly for you and
your heirs.
For
a map of this location please click HERE
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Estate Planning Seminar |
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Thursday, May 06, 2010
7:00 PM - 9:00 PM
Courtyard Marriott Santa Fe
3347 Cerrillos Road
Santa Fe, NM 87507
(The Courtyard Marriott Santa Fe is located on the north side of Cerrillos Rd just west of Richards Ave.)
Description
SANTA FE, NM
“When You
Die, What You Trust Now Does for You and Your Family”
At
this presentation you will learn:
- The
importance of a living trust and keeping it up to date
- The
benefits of properly integrating your financial plan with your estate
plan
- The
process and steps to take with a living trust after a loved one passes
away
- Protections
for the surviving spouse and heirs with A-B and beneficiary trusts
For
a map of this location please click HERE
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Estate Planning Seminar |
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Friday, May 07, 2010
9:00 AM - 11:00 AM
Courtyard Marriott Santa Fe
3347 Cerrillos Road
Santa Fe, NM 87507
(The Courtyard Marriott Santa Fe is located on the north side of Cerrillos Rd just west of Richards Ave.)
Description
SANTA FE, NM
“When You
Die, What You Trust Now Does for You and Your Family”
At
this presentation you will learn:
- The
importance of a living trust and keeping it up to date
- The
benefits of properly integrating your financial plan with your estate
plan
- The
process and steps to take with a living trust after a loved one passes
away
- Protections
for the surviving spouse and heirs with A-B and beneficiary trusts
For
a map of this location please click HERE
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