“Your Kids Don’t Want Your ‘Stuff’—They Want You to Have Your ‘Stuff’ in Order!”
Join us for “Critical Conversations to Have with Your Family this Holiday Season” on Thursday, Dec. 7, from 12:30 to 4 p.m. at Sun Lakes United Methodist Church, Lindsay Hall, 9248 E. Riggs Road, Sun Lakes.
Our speaker line-up will focus on handling the milestones of change that surprisingly disrupt our lives with as much knowledge and preparation as possible. Two of our keynote topics include:
Ensuring a Secure Legacy: What Your Kids Really Want to Know
Attorney Aaron Fransua, the founder and principal attorney of the estate planning law firm AVID Esq. Group LLC, will demystify common misconceptions many families hold as they transition into their golden years of retirement. He’ll dive deeply into the vital conversations you need to have with your family before it’s too late, including:
1. Strategies for asset protection that benefit a healthy spouse;
2. The critical financial and estate planning paperwork often neglected and why it’s essential;
3. The continued significance of trusts, even when you’ve designated beneficiaries; and
4. Arizona’s new alternative to Guardianship—the Supported Decision Making Agreement.
Understanding HOW and WHEN Arizona’s Long Term Care System (ALTCS) Works for You
Katie Brenneman of Stronghold Financial will review some critical financial parameters for ALTCS support and planning, including how to reduce out-of-pocket long-term care costs. She’ll also provide an in-depth look at how to qualify for these benefits medically, as most families don’t realize how stringent the medical qualifications for ALTCS acceptance are. And most people are surprised to learn that a dementia diagnosis doesn’t automatically provide benefits. We welcome all who want an outline for planning for your future when your assets aren’t as solid your needs may require.
Additional topics of note include outlining the critical conversations we must have with those we love and the support services that fundamentally change our lives for the better. Don’t miss this free event. Questions and RSVPs should be directed to [email protected] or 480-203-8548.