Date & Time: Saturday, August 22, 2026 at 12:00 PM
Location: Mathis Wealth Management Office, 1234 N Scottsdale Rd, Scottsdale, AZ 85250
Estate planning is an essential part of a comprehensive financial plan, yet many families put it off or do not know where to start. This workshop provides a foundational overview of the key documents and concepts.
What You Will Learn
- **Wills**: What a will does, what it does not do, and why you need one even if you have a trust
- **Trusts**: Revocable living trusts, irrevocable trusts, and when each makes sense
- **Beneficiary Designations**: How retirement accounts, life insurance, and payable-on-death accounts pass outside your will
- **Health Care Directives**: Living wills, health care power of attorney, and HIPAA authorizations
- **Arizona-Specific Considerations**: Community property, probate, and estate tax exemptions
Who Should Attend
This workshop is designed for individuals and couples who want to understand estate planning basics before meeting with an attorney. It is educational and does not constitute legal advice.
Format
The workshop runs 90 minutes, including a Q&A session. Light refreshments will be provided. Seating is limited to 25 attendees.
Registration Required
Please register at the link above by August 20. Attendance is free.