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07 Dec
Estate Planning Basics Workshop


In this workshop, you will learn:

  • Why you need an estate plan
  • Strategies to plan for incapacity, including special health care directives
  • Wills, trusts, and life insurance
  • Key tax basics, including an overview of the federal gift tax, estate tax, and generation-skipping transfer tax

You'll also receive a free PDF workbook created just for this presentation. The workbook contains key information, worksheets, and questions to help you remember important points from the seminar.

Date and Time

Thu, Dec 07, 2023

1:00p - 2:00p MST


Appaloosa Library

7377 E Silverstone Dr
Scottsdale, AZ 85255
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