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July 17, 2018
11:00 AM - 12:30 PM
Time Details:
11 a.m. - 12:30 p.m.
Surprise City Hall - Conference Room 150
16000 N. Civic Center Plaza
Surprise, AZ 85374
Free. Registration required.
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Free Class: Estate Planning

Tuesday, July 17, 2018

The Estate Planning class, taught by Ted Meyer with The Society of Financial Awareness – Arizona Chapter, will cover the following topics: • The difference between a Will and a Trust and which one might be right for you • What is Probate and options on how to avoid it • Why so many trusts end up in probate anyways, and how to make sure yours is not one • What are the different types of trusts and why having the wrong one could be problematic • Specific estate planning strategies There will also be time set aside for questions and answers with an estate planning attorney.