Upcoming Chapter Meeting: AAII Phoenix

Posted on November 30, 2013 | Local Chapters

Date: Saturday, December 7, 2013
Topic: Do You Have a Life Plan?
Speaker: Don Scher, President, Don Scher and Associates

Do you really know how much money will be required to live out the remainder of your life? Are you prepared to deal with serious accidents or illness and possible catastrophic events? As an attorney specializing in wills, trusts, probate and trust litigation, and protecting seniors from abuse and financial exploitation, Don Scher has seen families go terribly wrong way too many times. It’s called The Law of Unintended Consequences. To avoid the pitfalls, everyone needs a strategic life plan for the same reasons that every successful business owner must have a strategic business plan. Once you have defined your life plan, then and only then will you be able to calculate the cost of funding that plan. Avoiding probate and minimizing estate taxes is not the purpose of estate planning; its purpose is to protect you during your lifetime. So how do you answer the next question: Who will act as my successor trustee or my agent under my power of attorney, to protect me and carry out my wishes? Attend this presentation to learn how to find the answer.

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