Estate Planning: It’s More Than a Will, It’s Your Legacy

Estate Planning: It’s More Than a Will, It’s Your Legacy

Wednesday, November 12

2:00 PM – 4:00 PM

Amerind Museum Campus

2100 N Amerind Rd, Dragoon

As a resource for our community, Amerind is pleased to host the estate and planning expertise of attorney Jacque Mingle and retired CEO and founder of TCI Wealth Advisors Bob Swift. Expanding on the Why a Will series sponsored by Mission Management & Trust Co. and Planned Giving Roundtable of Southern Arizona, the workshop will offer participants planning tools, stories, and case studies that can help manage your legacy.

Ms. Mingle and Mr. Swift will help answer:

•  Why does everyone need an estate plan?
•  What is the difference between a will and a trust?
• How much CAN I give? A simple philanthropic formula takes care of your family and favorite nonprofits.
• Why giving fewer, larger gifts might improve your finances.
• Your charitable purpose, community impact or magnificence?

Informed planning can help most anyone identify strategies that best fit your situation, family, and community interests. The workshop is suitable for those who are just starting to think about their estate and financial plans as well as those who want to consider reviewing and updating their existing plans.

Please join us for this complimentary workshop with Amerind’s friends and experts. Look forward to afternoon refreshments and come early to visit the museum.

Space is limited, RSVP with Kelly Holt at [email protected] or 520-686-6172. The campus event location will be provided with registration.

BIOS:

Jacque Mingle arrived in Tucson in 2009 to attend law school at the U of A, and since graduating in 2012, she has practiced in elder law – wills, trusts, probate, estate and trust administration, and related disputes. Before law school, she worked at USA Today as an entertainment editor. She is a Fellow of the American College of Trust and Estate Counsel, one of U.S. News & World Report’s “Best Lawyers,” and a state bar Certified Specialist in Estates and Trusts. When not working, Jacque enjoys spending time with her family, which includes Grace the corgi.

Bob Swift is founder of TCI Wealth Advisors and 3rd Decade. Even in retirement, Bob remains passionate about educating others about the financial industry, especially those who typically do not have the opportunity for financial guidance. Bob received his Bachelor of Science degree from the University of Kansas, which he attended on a football scholarship. Bob, Lisa and their two grown children, Sam and Jessica, are avid supporters of the Tucson community.