Workshop offered on preparing estate plans - East Valley Tribune: Ahwatukee Foothills

Workshop offered on preparing estate plans

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Posted: Saturday, September 18, 2010 4:00 pm | Updated: 2:33 pm, Wed Jan 28, 2015.

Joseph Ortiz, financial adviser with Edward Jones, will host a free workshop on "Preparing Your Estate Plan" at 9 a.m. Tuesday, Sept. 28, at the Ahwatukee Chamber of Commerce, 10235 S 51st St. Learn more about what to consider when creating your will, the benefits of trusts in estate planning, how to help reduce taxes on your estate and how insurance can help protect your family. A local estate planning attorney also will be available to answer your questions. A light breakfast will be served.

Edward Jones, its employees and financial advisors are not estate planners and cannot provide tax or legal advice.

Please RSVP to (480) 753-7664 by Sept. 24.

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