The Great Estate Rescue workshop
Protecting your future
& your family
A complimentary educational workshop on wills, trusts, probate and the plan your family will need, led by Robert and Hannah Johnson. Real stories, plain English, and nothing sold in the room.
What you'll take home
Eight things most families never get straight answers to
- The difference between a will and a living trust, and which may be right for you
- What happens to your family if there is no plan in place
- Eight everyday situations that can lead to emotional and tragic results, and how to prepare for them
- How probate court works, and why you may want to keep your family out of it
- How tax changes like the SECURE Act could affect your estate plan
- Protecting your heirs' inheritance from lawsuits, divorce and spendthrift habits
- Making sure your assets go exactly where you want, not where a judge decides
- How to potentially lower the taxes on what you pass down
How the workshop works
Our mutually agreed agenda
We share ideas. You decide. You pick a next step, or none at all. If we're not a fit, it's okay to tell us to jump in the lake. No hard feelings.
Would it be unreasonable to bring the person you plan with?
- Famous estatesFifteen famous families, what went wrong, and the lesson for yours.
- The basics, in plain EnglishProbate, wills, revocable trusts and pour-over wills, side by side.
- Eight everyday scenariosMark yes or no on your participation sheet as we go. Personal questions wait for your 1:1.
- Your next step, or noneA complimentary 1-hour consultation, a $500 value, if it looks worthwhile.
Ways to attend
In person, online, or one-on-one
In person
At a local venue: the workshop, your packet and Notes Page, and time for your questions.
See upcoming datesLive monthly webinar
Second Wednesday of every month, 4:00 to 5:00 PM Arizona time, on Google Meet, with live Q&A. Next: Wednesday, November 11.
Save my seatPrivate 1:1
Rather skip the room? A relaxed conversation about your family, your property and your wishes.
Book a 1:1Is this for you?
Come if any of these sound familiar
- You're overwhelmed and unsure where to even start
- Your plan is outdated and may no longer protect the way you intended
- You lose sleep over what your family would face if something happened
- You're uncomfortable with the tax hit an inherited IRA could hand your kids
- You have a blended family, a business, or property in more than one state
- You just want to get your ducks in a row
Also from Zoop Benefits
Great Retirement Rescue
Our free retirement education series, live online every other Wednesday. Four myths. Nine risks. One better way.
See the next retirement webinar →