Sun Lakes Seminar
The seminar "19 Smart Ways to Plan Your Estate" that I presented this last week at Northern Trust Bank in Sun Lakes was a great success. Thanks to those that participated.
I was pleased with the participation and the feedback. The group asked great questions. We were there talking afterwards for another 30 minutes or so. Given the evaluation forms, it looks like everyone was glad they came and would refer a friend.
I designed the seminar to explain how the probate processes work and what estate planning tools are necessary and what tools are optional. I was told that it was a very clear explanation, which made it simple for people to evaluate what they needed and wanted.
I did that on purpose to dispell all the myths that surround estate planning. Especially the mystical and mighty "living trust." It is a great tool, but so many times people are sold a trust that only benefits the person selling the trust.
I am willing to give the seminar to community groups, churchs civic groups, etc. so that people can get straight answers to their questions about estate planning without all the hype.
I especially want to thank Mark Zener and Sandy Hudson of Northern Trust for working with me.
