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Utah Central Credit Union - Legacy Wealth Planning Seminar
05.20.2009
6:00 PM - 8:30 PM

Utah Central Credit Union - Murray
5338 S. College Drive Murray, UT 84123

Presented By:
Deacon Haymond, Attorney at Law
Jones Waldo, Estates & Trusts Group

ATTEND AND LEARN

  • How to PROTECT YOUR ASSETS from lawsuits and other creditors.
  • How to ensure FINANCIAL SECURITY for your children if you die unexpectedly.
  • How to appoint a LEGAL GUARDIAN to be responsible for and raise your minor children, by your values, if you die suddenly.
  • How to protect your children from inheriting too much, too soon. SPENDTHRIFT PROTECTION
  • How to make sure that your hard-earned assets don’t end up with your spouse’s next husband or wife? PRESENT FAMILY PROTECTION
  • How to coordinate the BENEFICIARY DESIGNATIONS on your life insurance and retirement plans with your estate plan.
  • How to avoid Court proceedings if you become MENTALLY INCAPACITATED and INCOMPETENT (e.g., via head trauma, disease, stroke).
  • The facts about FEDERAL ESTATE TAXES and CAPITAL GAINS TAXES (when you sell stock or other assets).


To sign up for this seminar, please click on "register" below or call Sara: (801) 534-7494 or
(800) 808-4559

When Credit Union Members attend this seminar, they will receive a FREE Estate Planning manual ($20 value), a FREE 2-hour consultation with an attorney ($400 value), and an arranged credit-union discount on estate planning services.

REGISTER
 
see also:   Matthew L. Mitton   Deacon Haymond  

 
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