Estate Planning

Learn more about deciphering the legal language of estate planning at a complimentary seminar at 9:30 a.m. on Wednesday, July 9, hosted at Tucson’s all-inclusive community Splendido, at 13500 N. Rancho Vistoso Blvd., Tucson. 

Carol Burgess, senior associate, wealth strategies and corporate officer at the Northern Trust Company, will explain the sometimes tricky terminology used in estate planning, answer questions from the audience, and do her best to prepare each attendee so that they can have effective planning meetings with attorneys or estate planners.

“The legal verbiage used in estate planning is not everyday language,” Burgess points out. “It’s good to know the terminology so that when you meet with your attorney or estate planner, you know what to ask and you can understand what they’re explaining.”

The public is invited to this complimentary event, but space is limited and reservations are required. Complimentary breakfast will be provided. Please call 762-4090 to be included. 

Those planning their future should note that Splendido offers a 90 percent refundable entrance fee and a reasonable monthly service fee that makes it an exceptional value and investment for those 55 and better. Residents can rest assured, knowing they’ve chosen financial security as well as peace of mind that comes with knowing they can “age in place” if their health care needs should change.  

Anyone unable to attend the estate-planning seminar who would like to learn more about Splendido or arrange a visit, may call  878.2612 or e-mail info@splendidotucson.com

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