Skip to main content
close
font 1 font 2 font 3
Reset to standard size
Font size options
Increase or decrease the font size for this website by clicking on the 'A's.
Yellow on Black White on Black Soft Greys Black on Linen Black on White
Reset to default contrast
Contrast options
Choose a color combination to give the most comfortable contrast.

Estate Planning   
2023-12-07 13:00:00 2023-12-07 14:00:00 America/Phoenix Estate Planning    Appaloosa Library - Meeting Room 1 & 2

Thursday, December 07
1:00pm - 2:00pm

Add to Calendar 2023-12-07 13:00:00 2023-12-07 14:00:00 America/Phoenix Estate Planning    Appaloosa Library - Meeting Room 1 & 2

Appaloosa Library

Meeting Room 1 & 2

This seminar covers wills, trusts, life insurance, and why you need an estate plan.

In this seminar on Estate Planning Basics, presented by Katrina C. Lessard, CFP®, AEP®, you'll learn:

  • Why you need an estate plan
  • Strategies to plan for incapacity, including special health care directives
  • Wills, trusts, and life insurance
  • Key tax basics, including an overview of the federal gift tax, estate tax, and generation-skipping transfer tax

You'll also receive a free workbook created just for this presentation. The workbook contains key information, worksheets, and questions to help you remember important points from the seminar.

TAGS: | Finance | Adult Education |

Appaloosa Library
Phone: 480-312-7323
Opening hours
Mon, Apr 21 10:00AM to 7:00PM
Tue, Apr 22 10:00AM to 7:00PM
Wed, Apr 23 10:00AM to 7:00PM
Thu, Apr 24 10:00AM to 7:00PM
Fri, Apr 25 10:00AM to 5:00PM
Sat, Apr 26 10:00AM to 5:00PM
Sun, Apr 27 1:00PM to 5:00PM
previous
this week
next
Address
7377 E. Silverstone Drive
Scottsdale
, AZ 85255
Tel: 480-312-7323
About the library

Opened November 4, 2009

21,242 square feet

46 public-use computers

Drive-up window service

LEED® Gold Certification

Upcoming events

Family Storytime
Sat, Apr 26, 10:30am - 11:00am
Story Time Room
Baby Cuddles Storytime
Mon, Apr 28, 10:30am - 10:50am
Story Time Room
Books 2 Boogie
Wed, Apr 30, 10:30am - 11:00am
Story Time Room
Family Storytime
Sat, May 03, 10:30am - 11:00am
Story Time Room
Baby Cuddles Storytime
Mon, May 05, 10:30am - 10:50am
Story Time Room
Teen Advisory Board
Tue, May 06, 5:00pm - 6:00pm
Meeting Room 1 & 2
Books 2 Boogie
Wed, May 07, 10:30am - 11:00am
Story Time Room
Uncle Sam & Your Retirement - Understanding Social Security, Taxes, and Medicare
Wed, May 07, 1:00pm - 2:30pm
Meeting Room 1 & 2
Family Storytime
Sat, May 10, 10:30am - 11:00am
Story Time Room
Baby Cuddles Storytime
Mon, May 12, 10:30am - 10:50am
Story Time Room
Staff Picks Book Discussion
Tue, May 13, 1:00pm - 2:00pm
Meeting Room 1 & 2
Books 2 Boogie
Wed, May 14, 10:30am - 11:00am
Story Time Room
Family Storytime
Sat, May 17, 10:30am - 11:00am
Story Time Room
Scottsdale Artists' School Programs - Marker Rendering
Tue, May 20, 11:00am - 12:30pm
Meeting Room 1 & 2
Ask the Experts - Free advice for your digital questions
Wed, May 21, 1:30pm - 3:30pm
Meeting Room 1 & 2
Protect Your Digital Life - 1 Session
Thu, May 22, 5:00pm - 6:30pm
Meeting Room 1 & 2
See all events