Presented by...

Ashley DeBoard

Kelly Broaddus

Join Us!
Wine, Wills & Wealth:

Estate Planning and Wealth Preservation for Real Estate Owners

  • Leave a legacy of care and ease by giving your family the gift of a plan for the unthinkable.
  • Discover the most protective ways to take ownership of real estate. Protect your loved ones and secure their futures.
  • Understand a variety of common issues related to estate planning.
  • Learn about planning tools like wills, trusts, powers of attorney, and how to name guardians for minor kids.
  • Identify your best next steps for getting a comprehensive estate plan in place that preserves not just your family’s wealth, but a true legacy for your loved ones.
  • Learn about the key factors for sellers, including: pricing, marketing and negotiations. Uncover the most important considerations for buyers, including: finding the right property for the right price and having a real estate agent skilled in negotiations.

**Seating is limited to 50 guests - RSVP is required

Please make arrangements for childcare and pets

Wednesday, September 13, 6:00pm - 8:00pm

Join us at

The Aspen Room

2223 E. 7th Avenue, Suite C

Flagstaff, AZ 86004

Complete The Form below to secure your spot
Join Us!
Wine, Wills & Wealth:

Estate Planning and Wealth Preservation for Real Estate Owners

  • Leave a legacy of care and ease by giving your family the gift of a plan for the unthinkable.
  • Discover the most protective ways to take ownership of real estate. Protect your loved ones and secure their futures.
  • Understand a variety of common issues related to estate planning.
  • Learn about planning tools like wills, trusts, powers of attorney, and how to name guardians for minor kids.
  • Identify your best next steps for getting a comprehensive estate plan in place that preserves not just your family’s wealth, but a true legacy for your loved ones.
  • Learn about the key factors for sellers, including: pricing, marketing and negotiations. Uncover the most important considerations for buyers, including: finding the right property for the right price and having a real estate agent skilled in negotiations.

**Seating is limited to 50 guests - RSVP is required

Please make arrangements for childcare and pets

Wednesday, September 13, 6:00pm - 8:00pm

Join us at

The Aspen Room

2223 E. 7th Avenue, Suite C

Flagstaff, AZ 86004

Complete The Form below to secure your spot
Got questions about estate planning for your family?
Join Us!

What You'll Learn

Will trust or ?

What do you really need to keep your family out of court and out of conflict when something happens to you? We'll cover all of it in detail, including the 3 biggest fears most people have when it comes to estate planning. 

Don't fail your loved ones
fAIL

Even if you've created a plan, it may not work when your family needs it. See exactly why most plans fail and how you can put in place a plan for peace. Because your family deserves it.

what it costs

Most people wonder what estate planning should cost and whether they even need one. We'll guide you to know what it should cost, and also describe our estate planning process so you know your options.

Disclaimer - This presentation is entirely free. We encourage you to stay until the end to hear about the solutions we offer to protect your loved ones if and when something should happen to you.

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