Please join us on January 25, 2024 from 3-4:00pm for this event which features speaker Dan Mong, where we will discuss topics related to estate planning.
When: January 25, 2024 at 3:00 – 4:00 pm Mountain Time
Speaker: Dan Mong, Estate Attorney; Zisman, Ingraham & Mong PC
Zisman, Ingraham & Mong PC
Topics Covered:
- Proper titling of assets in conjunction with wills and trusts
- Dos and Dont’s when establishing beneficiaries on qualified accounts.
- Best practices for critical document storage and access
- Rules governing lifetime gifts.
- How to capitalize on “portability” of assets between spouses.
- When to use Trusts vs. Wills
- How to avoid probate
To Join Us:
Register at: https://us06web.zoom.us/webinar/register/WN_eGjDdyc9Q-q–zUdtJwAkw#/registration
or contact Kris Dickey at kris@allseasonfunds.com or (303) 837-1187
