Estate Planning Workshop
Protect What Matters Most
Join Tax Advisor William “Bill” Spar for a complimentary educational workshop
designed to help individuals and families better understand estate planning,
protecting their assets, and preparing for the future.
📅 Tuesday, August 25 and August 27, 2026
⏰ Time: 11:00 AM
📍 Location:
The Holland Center
North Scottsdale, Arizona
💲 Cost: Complimentary
Register Here
About the Workshop
Estate planning isn’t just for the wealthy. Every family should have a plan
to protect their assets, minimize unnecessary taxes, and ensure their wishes
are carried out.
During this educational workshop, Bill Spar will explain the essential estate
planning documents every adult should consider and discuss how proper tax
planning can work alongside your estate plan.
Whether you’re creating your first estate plan or reviewing an existing one,
this workshop will provide valuable information to help you make informed decisions.
What You’ll Learn
- Why estate planning matters
- The five essential estate planning documents
- Wills vs. Trusts
- Powers of Attorney and Healthcare Directives
- Reviewing beneficiary designations
- How assets should be titled
- Tax-smart gifting strategies
- Common estate planning mistakes
- When your estate plan should be updated
- How estate planning and tax planning work together
Who Should Attend?
This workshop is ideal for:
- Families
- Retirees and those approaching retirement
- Business owners
- Parents with minor children
- Individuals without a current estate plan
- Anyone whose estate documents haven’t been reviewed in several years
Meet Your Presenter
William “Bill” Spar
Tax Advisor
Bill has helped individuals, families, and business owners better understand
tax planning and how it coordinates with estate planning. His goal is to
simplify complex topics and provide practical guidance you can use to help
protect your family and your legacy.
Reserve Your Seat
Seats are limited and registration is required.
We look forward to seeing you at our Estate Planning Workshop at
The Holland Center in North Scottsdale.
Important Disclaimer:
This workshop is provided for educational purposes only and should not be
considered legal, tax, financial, or investment advice. Please consult with
your attorney, tax advisor, or financial professional regarding your specific
situation.