JOIN US FOR A COMPLIMENTARY PRESENTATION

WHAT IS AN ESTATE PLAN? HOW CAN IT PROTECT MY LOVED ONES?

WHAT EVERY FAMILY SHOULD KNOW ABOUT WILLS, TRUSTS & ESTATE PLANS

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What You'll Learn

  • WILLS (LAST WILL AND TESTAMENT) – Personal Representative, Probate, and Guardians
  • WHAT IS A REVOCABLE LIVING TRUST? – Pour-Over Wills, Care Plans,
  • and more
  • ASSET PROTECTION TRUST – Family Trusts, Asset Protection, Limiting Exposure, and more
  • ADVANCE MEDICAL DIRECTIVE – Selects a Medical Agent for Medical Decisions
  • POWER OF ATTORNEY – The Most Powerful Document in An Estate Plan and Why
  • HOW TO PROTECT ASSETS FROM THE CRUSHING COSTS OF ELDER CARE
  • And much more….

Featured Speaker

CHRIS BOWMAN, CO-FOUNDER

Chris Bowman is a founding member of Prospect Estate Planning with over 30 years of financial services experience, including significant time in the investment banking industry. Throughout his career, Chris has understood that estate planning is not a "one size fits all" process. He believes in a personalized, holistic approach that goes beyond simply deciding what happens to your assets.

For Chris, estate planning is about ensuring your family's well-being and future, even when you can no longer make decisions yourself. Chris’s personal experience with the devastating consequences of inadequate estate planning has fueled his passion for helping others protect what matters most. Chris understands firsthand the stress and uncertainty that can arise when important decisions—medical or financial—must be made without a plan.

When he’s not helping clients, Chris enjoys spending time with his wife, Barbara, and their two children and he gives back to his community working with organizations like Folds of Honor and PAVE. He spreads financial awareness through his radio show, Nuggets of Knowledge, on KTAR 92.3 FM at 1pm on Sundays.

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