Essential Estate Planning

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Program Type:

Educational

Age Group:

Adult
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Program Description

Event Details

This class is an objective look at the differences between will-based plans and trust-based plans. We will explore the key elements of both and try to decipher who needs which plan. A Q&A session is included in this program provided by Scott Sandell, the Arizona Chapter Director of the Foundation for Personal Financial Education, a 501c3 nonprofit organization.