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

September 28 & 29, 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

Legacy Wealth Seminar

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

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