Legacy Planning Playbook

12 P.M. - 1 P.M

Legacy Planning Playbook

Learn how to structure an estate plan that actually works when life changes. We’ll cover core documents (wills, POA, healthcare directives), living vs. testamentary trusts, TOD/POD titling, and common beneficiary mistakes that derail even good plans. We’ll also touch on legacy letters and family meetings to align values with money.

‍Agenda:

‍• 12:00 – Foundations of a modern estate plan

• 12:20 – Trusts 101 & when to use them

• 12:40 – Q&A with an AlphaTrust advisor

5141 N 40th St # 400, Phoenix, AZ 85018

We are a boutique financial + tax advisory firm that serves as a Chief Financial Officer for individuals and families looking for a collaborative approach to the management of every aspect of their finances.

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(480) 681-0200
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connect@alphatrustadv.com

Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer member FINRA/SIPC. Investment advisory services offered through Cambridge Investment Research Advisors., Inc., a Registered Investment Advisor. Cambridge and AlphaTrust Advisors^® are not affiliated. Advisors may only conduct business with residents of the states or jurisdictions in which they are properly registered, licensed or exempt from registration and not all of the securities, products and services mentioned are available in every state or jurisdiction. Cambridge does not provide tax or legal advice, but AlphaTrust Advisors^® does. Please review our Client Relationship Summary and other disclosures for important information about how we work with our clients.