Do you have your financial affairs in order? Do you remember when you last reviewed your estate plan? Do you know the difference between a will and a trust? What are the best assets to leave to your family versus a charity? Find answers to these questions and more at the Benevilla free “Educational Event Series” workshop titled “Tips to Avoid Estate Planning Pitfalls” Tuesday, January 21, 2020.
Expert presenter, attorney Michael McGreevy, from the McGreevy Law Office will help you learn how to prepare your estate plans to make sure your wishes and affairs are carried out. Attendees can benefit from expert insights into estate planning, fulfilling philanthropic goals, changes in residency and much more.
This FREE informational workshop will be held on Tuesday, January 21st from 1:30 PM to 3:00 PM at the Benevilla main campus in Surprise located in the Hellen and John M. Jacobs Independence Plaza at 16752 N. Greasewood Street, Surprise, Arizona, 85378.
These FREE community workshops for older adults provide helpful resources and practical real-world solutions to address life’s changes. Each workshop is led by a carefully selected group of professionals who provide guidance and answers to your questions.
The Benevilla main campus is located in Surprise, just south of Bell Road and Sun City West in the Hellen and John M. Jacobs Independence Plaza at 16752 N. Greasewood Street, Surprise, Arizona, 85378. Reservations are required.
Please call Benevilla at 623-584-4999 to reserve your spot. Light refreshments will be provided.
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