Recreation Centers of Sun City West
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Class Information for Fall 2019: ESTATE PLANNING OVERVIEW, Thursday, Nov 21, 3-5pm, RH Johnson Lecture Hall ((F119)


In this class you will explore the difference between will-based estate planning and trust-based plans, the key elements of both and when to utilize each method for your estate planning. Learn the purpose of estate planning, what is involved, the different legal and financial mechanisms and types of decisions you need to make to assure your assets are secure and your wishes are followed. Identify which estate planning strategies are best suited to your needs and what professionals or advice you may need to help you in developing the plan.

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