Upcoming Events

FLORIDA WILLS & TRUSTS 101 – WHAT YOU NEED TO KNOW!

Join us for a complimentary dinner event at Hilton Garden Inn Apopka City Center

December 2, 2021 at 6:30 pm (EST)

What You’ll Learn

  • The advantages and disadvantages of Wills and Living Trusts
  • How Probate works and more importantly, how you may avoid Probate altogether!
  • Maintaining your privacy and protecting yourself and your spouse against guardianship or “a living probate” if one of you becomes disabled.
  • Planning before you need Long Term Care
  • Why putting property in children’s names may be a mistake
  • Seeking to protect your children’s inheritance from their future ex-spouses, lawsuits, and other claims
  • Seeking to preserve your estate for your kids if your surviving spouse gets remarried
  • Seeking to preserve your estate when you have minor children, divorces and/or a blended family, or special health and welfare concerns.

5 Ways to pay for Long Term Care Expenses

August 26, 2021 at 12:00 pm (EST)

Long Term care can be extremely expensive. Learn the 5 ways you can prepare and plan to cover the costs of Long Term Care Expenses.

Legacy Wealth Seminar

Watch the Video

Florida Wills & Trusts 101

Learn the importance of planning your estate and having a plan to transfer your legacy to your loved ones.

Contact Us

Send us an email and we'll get back to you, asap.

Start typing and press Enter to search