Preparing for the Unexpected: Estate Planning Basics May 14, 2026 | 6:00 pm -7:30 pm (Arizona Time)
“Preparing for the Unexpected – Estate Planning Basics” will guide you through the essential steps to safeguard your future and ease the burden on your loved ones. We’ll cover how to organize and protect your property, designate trusted individuals to make financial and medical decisions if you’re unable to, and ensure your wishes are documented clearly. You’ll gain an understanding of the foundational documents for incapacity and end-of-life planning and learn how taking action now can provide peace of mind and reduce stress during life’s most challenging moments.
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Our Presenter
Rachel Sass
Rachel is a Vice President and Relationship Advisor in the Tucson office of Northern Trust. She has spent her entire career advising successful individuals and families on the preservation of wealth. Rachel has extensive experience in estate, tax, and business planning. She is well-versed in developing estate plans in a wide variety of circumstances, from simple plans to complex plans for high-net-worth individuals and families. Rachel graduated summa cum laude and with honors from the University of Arizona in 2013 with her bachelor’s in political science, and later graduated cum laude from the University of Arizona, James E. Rogers College of Law in 2018. Rachel is a former Miss Arizona United States and enjoys serving her community. She is a member of the State Bar of Arizona, a graduate of the Greater Tucson Leadership LEAD program, Class of 2021, and serves on the Board of Directors of the Southern Arizona Estate Planning Council and Greater Tucson Leadership.
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