About this Event
Welcome to Secure Your Future: Estate Planning Essentials! Join us at Surprise Regional Library for an informative event on securing your future through proper estate planning. Learn about the essentials of estate planning, including wills, trusts, and more. Our expert speakers will guide you through the process and answer any questions you may have. Don't miss this opportunity to take control of your future and ensure your assets are protected. See you there!
Who Should Attend
This workshop is ideal for individuals and families at all stages of life. Whether you're just starting out, accumulating wealth, or planning for retirement, we offer insights and actionable steps to ensure your estate plan aligns with your goals.
What You'll Learn:
- Understanding Estate Planning Basics: Learn about wills, trusts, and the difference between the two. Understand the role of executors, trustees, and beneficiaries.
- Minimizing Estate Taxes: Strategies to reduce the tax burden on your estate, allowing you to maximize the inheritance passed to your loved ones.
- Guardianship for Minor Children: Ensure your children are protected and cared for by the right people, even in unforeseen circumstances.
- Healthcare Directives and Power of Attorney: Gain peace of mind by designating trusted individuals to make healthcare and financial decisions if you become incapacitated.
- Avoiding Probate: Discover how to streamline the distribution of your assets and avoid the costly and time-consuming probate process.
- Special Considerations: Tailored advice for business owners, blended families, and those with specific concerns such as special needs trusts.
Meet the Speaker
Sonia Trimble
I'm Sonia Trimble, a seasoned financial planner with over 10 years of experience helping individuals and families secure their financial futures. I’m passionate about guiding clients through the often complex process of preserving and transferring wealth efficiently and effectively.
I believe that estate planning is not just about numbers—it's about understanding your vision for the future and ensuring your wishes are honored. My goal is to make this process as simple and transparent as possible, so you leave with the confidence that your plan is solid and secure.
In my workshops, I break down complex topics into easy-to-follow steps and encourage questions so you can get the clarity you need. Together, we'll tackle everything from foundational principles to advanced strategies, all tailored to your unique situation.
Have questions?
(602)456-2405
Schedule a Meeting with Sonia
https://calendly.com/sonia-nzsv/45-minute-introduction
An informal meeting either via video conference, in-person or by phone to learn more about you, your background and your needs. During this meeting we'll provide you with our services and philosophy. This is a great opportunity for us to get to know one another and decide whether or not we'd be a good fit.
Event Venue & Nearby Stays
Surprise Regional Library, 16089 North Bullard Avenue, Surprise, United States
USD 0.00
