Is Your Legacy Protected? A Seminar On Will Awareness.
Is your legacy protected? Join us for will awareness seminar! Discover how achieving peace of mind with your estate plan is simpler than you think. Learn about:
* Advantages of wills and trusts
* Difference between a retirement plan and an estate plan
* How IRA's and other retirement accounts factor into your estate plan
* How probate work and why you may want to avoid it
* Protecting your kids' inheritance from lawsuits, divorce and spendthrifts
* Why putting bank accounts or your home in your children's names may be a mistake
* How you and your heirs are impacted by tax consequences in your estate plan
* Advanced medical directives and medical powers of attorney
* The importance of financial powers of attorney
* Long-term care/Medicaid planning to protect your estate
* Protect your home from being lost to a long-tern care facility
Don't miss out on tailored advice for retirees to help you avoid costly mistakes. Reserve your spot now!
https://events.afceducators.org/campaigns/will-awareness-265
#EstatePlanning #Retirement #PeaceOfMind
Date and Time
Monday Jun 10, 2024
6:30 PM - 7:30 PM EDT
June 10th, 2024 / 6:30 PM - 7:30 PM
Location
Punta Gorda Charlotte Library
401 Shreve Street, Punta Gorda, FL 33950
Fees/Admission
FREE
Contact Information
941-225-8792
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