Will Awareness Workshop - Estate Planning

Will Awareness Workshop - Estate Planning

Protect Your Legacy — Plan Ahead with Confidence

Estate planning doesn’t have to feel complicated or intimidating. Join us for our Will Awareness Seminar and discover practical ways to safeguard your assets, avoid common legal missteps, and create a secure financial future for the people you care about most.

Seminar Schedule:

Wednesday November 4, 2026

Time: 4:00 pm

Thursday November 5, 2026

Time: 2:00 pm

Location:

Florida Southwestern University

26300 Airport Road, Punta Gorda, FL 33950

What You’ll Learn at This Complimentary Seminar:

• Effective ways to transfer your assets smoothly and efficiently
• How to reduce the time, stress, and expense of probate for your family
• Approaches to protecting your home and savings from long-term care costs—without expensive insurance
• Tax-efficient strategies to help preserve and grow your wealth
• Essential legal documents every household should have in place
• The key differences between wills and trusts—and how to choose the right option
• How estate planning integrates with your overall retirement plan
• Smart management of IRAs and retirement accounts
• Ways to avoid court delays, unnecessary legal fees, and confusion
• Strategies to protect your children’s inheritance
• Common estate planning mistakes and how to prevent them
• Why powers of attorney are critical for both health and financial decisions
• An overview of Medicaid planning and long-term care solutions

Take control of your future and protect what matters most—don’t leave your family’s legacy to chance.

Reserve your seat today:

https://www.precisefsolutions.com/events

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