Estate Planning
May 13
Estate Planning
Join us for an informative session led by Stacy Neal and Misty Arneson, designed to help you better understand your options and take proactive steps to protect your assets, your family, and your future. We'll walk through the essentials of estate planning in a clear, approachable way so you can feel more confident about the decisions you make today and how they impact tomorrow.
Free Event · Food & Drinks Provided1065 N Dobson Rd
Mesa, AZ 85201
Held in private meeting room
About This Event
Whether you're just starting to think about estate planning or want to revisit what you already have in place, this is a welcoming, no-pressure environment to get your questions answered.
This session is for informational and educational purposes. Participants are encouraged to consult with their own attorney, tax professional, or financial advisor regarding their individual situation.
Topics We'll Cover
- Revocable living trust & will
- Advanced health directives
- Funding your trust to avoid probate
- The role of the POA & Trustee
- Financial power of attorney
- Special needs & Spendthrift Trust
- Healthcare power of attorney
Granite Bank is not affiliated with Arrive Financial & Insurance Services. Insurance and investment products offered by Arrive Financial & Insurance Services are not guaranteed by Granite Bank. This seminar is for informational and educational purposes only and should not be considered legal, tax, or financial advice. Participants are encouraged to consult with their own attorney, tax professional, or financial advisor regarding their individual situation. All loans are subject to credit approval. Program guidelines are subject to change without notice. Additional restrictions apply. This is not a commitment to lend. Any such offer may only be made pursuant to Minn Stat. 47.206, sub 3&4. Company NMLS# 405434 | Member FDIC | Equal Housing Lender