A Trust (also known as a Living Trust) is a legal document that names a Successor Trustee to step in if the original trustee passes away or can no longer manage their affairs. While this role is a meaningful way to honor a loved one’s legacy, it shouldn’t feel like a burden.

Think of yourself as the “Project Manager” of your loved one’s estate rather than a paper-pusher. Join us for a short presentation where we’ll help you navigate your to-do list with confidence—from handling taxes and bills to distributing assets.

We’ll show you how to stay organized and how you can lean on a professional support team if you don’t want to do it all alone. Our goal is to give you the clarity and peace of mind to get it right, without the stress.

Sessions start at 10:30 AM. RSVP appreciated below so we can plan accordingly.

PRESENTER: Josh Gifford is an investment advisor representative for Premier Southwest Planning Group LLC and Principal & CEO of Integrity Wealth Partners AZ LLC. He has over 13-years’ experience in retirement planning where’s he’s helped hundreds of families and businesses navigate life’s transitions. He focuses on income and estate planning — helping people manage both the accumulation phase as they build wealth during their working years, and the distribution phase in retirement when they use their savings to cover their living expenses.

Welcome to our annual Beat the Heat series! Join us for free, one-hour sessions weekday mornings this June featuring a wide variety of engaging talks and workshops designed to entertain, enlighten, and connect – no sunscreen required. Each session will provide information or hands-on fun – featuring community artists, doctors and business owners sharing their expertise and experiences. Make new friends! Invite a friend and enjoy a cool beverage at the Organic Bread Cafe or linger after and have lunch. Beat the Heat at the Holland Center and have some fun too!