Most American adults do not have a Living Trust, a Will or any estate plan in place. For many who do, they can fall sadly out of date. Make sure your financial and healthcare wishes are fully honored and protect your loved ones from the frustrations and costs of probate.
We'll cover these topics and answer your questions in an easy-to-understand way:
- Should I have a Will or a Trust?
- What is Probate and how do I avoid it?
- The dangers of Joint Tenancy and placing others on your accounts.
- How to protect yourself against Conservatorship and Guardianship.
- Does your disabled loved one require a Special Needs Trust?
- How to save over 50% for expert Estate Planning Documents and Services
This enjoyable seminar is taught by Bob Mariner, an Estate Planner and Certified Instructor with Generation Living Trusts, a provider of personalized estate planning services whose legal group has produced over 34,000 Wills and Trusts since 1990. Bob teaches this important and sometimes scary topic in a very personable way that has already helped thousands of people throughout Arizona. Attendees have commented: “Why hasn’t someone explained Wills & Trusts like this to me before? I learned so much. Now I know what to do!”
This topic is also being presented on Tues February 14th at 5:30 pm at The Landings in Prescott Valley. Email [email protected] or call 928.925.3268 for details.
Hosted by Wise Women Prosper - a Financial Literacy Group for Women.
Our Mission: Empowering Women with Financial Concepts to Create a Balanced Life
Our Vision: Empowered Women Empower Women
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