Is your estate plan working the way you think it is?

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 private seminar will help you understand how wills,

trusts, and legacy planning work together, so your intentions are carried

out clearly and efficiently.

Why This Matters:

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• Have documents that may be outdated or incomplete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

Topics We’ll Discuss:

• Why traditional wills and 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

Event Venue

Sunrise Mountain Library, 21109 N 98th Ave, Peoria, AZ 85382, United States

Concerts, fests, parties, meetups - all the happenings, one place.

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