Secure Your Future with Our Estate Planning Workshop in Sun City West
Join us at the Briarwood Country Club conveniently located in Sun City West for an indispensable estate planning workshop on October 8 2024. This seminar is particularly designed for homeowners aged 55 and over aiming to arm you with the knowledge and strategies needed to ensure your estate is well-managed and your legacy is securely passed down to future generations.
Why Attend?
- Tailored for Homeowners: Specifically aimed at those 55 or older who own their home this workshop offers crucial information for your estate planning. Married couples are particularly encouraged to attend together to gain a full understanding of the process. For those under 55 we provide personal consultations to begin or refine your estate planning.
- Expertise in Trusts and Wills: Ideal for anyone looking to set up or revise a Living Trust and Last Will and Testament ensuring your assets are safeguarded and your wishes are respected.
- State-Specific Insights: Especially valuable for those who have moved to Arizona or have out-of-state estate documents offering key advice on ensuring your estate plan meets Arizona's legal requirements.
Workshop Highlights:
- Understanding Estate Planning: Discover the limitations of a will and the significant advantages of incorporating a living trust into your estate plan.
- Probate Avoidance: Learn about strategies to help your estate circumvent the probate process facilitating a smoother and more efficient asset transfer to your beneficiaries.
- Directive Empowerment: Receive in-depth information on Power of Attorney and Healthcare Directives critical for ensuring your decisions are honored in all scenarios.
Personalized Consultation:
Following the workshop seize the opportunity for a personal consultation with an Estate Planning Consultant. This session is designed to provide you with guidance on taking your next steps answering your specific questions and helping you move forward with your estate plan.
Don’t let this opportunity pass you by.
Event Venue
Briarwood Country Club, 20800 N 135th Avenue, Sun City West, United States
USD 0.00
