Is Your Legacy Protected? A Workshop On Will Awareness
Is your legacy secure? Join us for a will awareness seminar and find out how creating an estate plan can be simpler than you think. During this seminar, you'll learn about:
Benefits of wills and trusts
Differences between retirement plans and estate plans
Incorporating IRAs and other retirement accounts into your estate plan
The probate process and reasons to avoid it
Safeguarding your children's inheritance from legal issues, divorce, and overspending
Potential pitfalls of putting bank accounts or property in your children's names
Tax implications for you and your heirs in estate planning
The role of advanced medical directives and medical powers of attorney
The necessity of financial powers of attorney
Long-term care and Medicaid planning to protect your estate
Protecting your home from being lost to long-term care facilities
Don't miss this opportunity to get tailored advice for retirees and avoid costly mistakes. Reserve your spot today!
https://www.precisefsolutions.com/events
#EstatePlanning #Retirement #PeaceOfMind
Date and Time
Tuesday Sep 17, 2024
2:00 PM - 3:00 PM EDT
September 14th, 2024 - 10:30AM
September 16th 2024 - 4:00PM
September 17th, 2024 - 2:00PM
September 18th 2024 - 12:00PM
Location
Punta Gorda Library
401 Shreve St. Punta Gorda, FL 33950
Fees/Admission
FREE
Contact Information
941-225-8792
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