In this Lunch N' Learn, we'll cover two essential aspects of estate planning: the role of trusts and preparing for long-term care costs. We'll explore the different types of trusts and how they can protect your assets, streamline the inheritance process, and provide for your loved ones. Additionally, we'll discuss strategies for managing the often-overlooked expenses of long-term care, including the options available to ensure you're financially prepared without burdening your family. Whether you're planning for yourself or a loved one, this session will offer valuable insights into securing your future. Hosted by Desert Financial Wealth Management.
Tuesday Sep 24, 2024
1:15 PM - 2:15 PM MST
09/24 at 1:15
The Center 1280 E Rosser St. Prescott, AZ 86301
FREE!
Jessica Kerber
928-430-2533
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Printed courtesy of www.pvchamber.org/ – Contact the Prescott Valley Chamber of Commerce for more information.
7120 Pav Way, Prescott Valley, AZ 86314 – (928) 772-8857 – steve@pvchamber.org