Lunch and Learn: Leaving Inheritance for Beneficiaries

Please note that all events are on hold indefinitely to help ensure the health and safety of our clients and guests.

Event Details

Leaving an inheritance sounds like a simple enough thing to do but it’s not always as easy as it may seem, especially seeing as it involves mixing money and family.

Join our Lunch & Learn to learn about these five critical questions to consider before leaving an inheritance, including the best ways to pass along wealth to family.

  • What’s your personal financial situation?
  • What are your beneficiaries’ individual circumstances?
  • What are the risks of leaving an inheritance?
  • What are the best solutions to pass on your wealth?
  • How do taxes play a role in inheritance?

Guests are welcome. Lunch will be provided. You don’t want to miss this one!

Venue

Bayntree Wealth Advisors
6720 N. Scottsdale Rd., Ste. 340, Scottsdale, AZ 85253

Date

Wednesday - August 17th, 2016

Time

12:00 p.m.

Map

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