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Public Speaking Event

UPCOMING EVENT
Is Your Estate Plan Working the Way You Think It Is?

A Private Educational Seminar on Estate and Legacy Planning

Date: January 27th 10:30am

         January 27th 5:30pm

Location: Sunrise Mountain Library,
21109 N 98th Ave, Peoria, AZ 8538

As wealth grows, planning becomes more complex.  Many families find their estate plans weren't designed for the assets they now hold leaving key decisions vulnerable to taxes, court oversight, or unintended outcomes.

 

This Seminar is Intended For Those Who:

- Have accumulated substantial personal or business assets

-Value privacy control, and thoughtful planning

-Have documents that may be outdated or incomplete

-Want clarity beyond basic wills and trusts

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Topics We'll Discuss:

-Why traditional trusts often fall short

-How estate plans can unintentionally expose families to taxes or court oversight

-Structuring inheritances to protect heirs from future risks

-The difference between having documents and having a strategy

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*Complimentary educational event.  No products presented​​
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