Wills, Trusts, Beneficiary Deeds & Life Estates:

Are Your Estate Planning Documents Doing What You Think They Are?

Many homeowners believe that having a will or a trust means their estate is properly planned.

Circumstances Change: What you decided upon years ago may not be the right thing for where you are today.

Here are some questions worth considering:

Is a will enough? Would a trust be better? What happens to your home when you die? Can you transfer your property to your children without going through probate? Are there tax implications for each of these choices?

What if there are no children or other heirs?

What documents are needed, to whom should copies be given? What discussions should be had with those who are to carry out your wishes?

These are important questions, especially for seniors who want to choose who gets what, protect their assets and make things easier for their families or those who inherit.

Our December Thoughtful Thursdays program will address these issues with Marc Paquette, an attorney specializing in elder law.

The presentation will explore estate planning tools, including wills, trusts, beneficiary deeds, and life estates, with an emphasis on their advantages, disadvantages, and possible tax consequences.

Estate planning requires understanding your goals, your family circumstances, and the legal and financial consequences of your decisions.

What appears to be the simplest solution today could create unexpected complications tomorrow.

Whether you already have an estate plan or have been putting it off, this program offers an opportunity to become better informed.

Join Us!

Thursday, December 10, 2026

10:00 AM – Noon

Faith Presbyterian Church

16000 N. Del Webb Blvd., Sun City, AZ

Following the presentation and questions, enjoy refreshments and conversation during our Mix & Meet.

FREE and open to the public.

Reservations are appreciated. Call or text Joanna Condé at 602-908-5889.