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Phone: (480) 229-6220
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Living Trust Review
In late November and early December we'll be hosting our next living trust review sessions at several location across the Valley.

Stop by for as long as you like to ensure that ownership of your assets has been transferred to your trust and that beneficiaries have been properly listed for life insurance and retirement accounts to minimize taxes and maximize the effectiveness of your living trust.

Second, we will review pages in your trust book needing your attention:

  1. Asset checklist (pages before the Introduction) - click here
  2. Burial instructions (last page of Last Will)
Second, we will ensure that ownership of your assets has been transferred to your trust and that beneficiaries have been properly listed for life insurance and retirement accounts to minimize taxes and maximize the effectiveness of your living trust.

Please bring your:
  • Living trust binder
  • Titles for assets (Deeds, auto titles, etc)
  • Recent statements and policies (Bank accounts, investments, life insurance, etc)

Dates, Locations & Times

To be determined - late November / early December.

Hope to see you there

If you have any questions, please contact me via email, phone or form below.

Sincerely,

Jamie Kahn

(480) 229-6220 Four Peaks Planning, Inc.



If you have questions or would like to learn more, please call (480) 229-6220 or send a message by clicking the email address above.
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