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Is Your Legacy Protected? A Workshop On Will Awareness
Is your legacy protected? Join us for a will awareness seminar and discover how estate planning can be easier than you think. In this session, you'll learn about:
- The advantages of wills and trusts
- Key differences between retirement and estate plans
- How to include IRAs and other retirement accounts in your estate plan
- The probate process and why you should avoid it
- Protecting your children's inheritance from legal challenges, divorce, and overspending
- Common mistakes of transferring bank accounts or property to your children
- Tax considerations for you and your heirs when planning your estate
- The importance of advanced medical directives and medical powers of attorney
- Why financial powers of attorney are crucial
- Long-term care and Medicaid planning to safeguard your estate
- Strategies to protect your home from long-term care costs
Don't miss this opportunity to receive personalized advice for retirees and avoid costly errors. Reserve your spot today!
https://www.precisefsolutions.com/events
#EstatePlanning #Retirement #PeaceOfMind
Date and Time
Wednesday Nov 13, 2024
4:30 PM - 5:30 PM ESTNovember 12th, 2024 - 4:30PM
November 12th, 2024 - 6:00PM
November 13th, 2024 - 3:00PM
November 13th, 2024 - 4:30PMLocation
Punta Gorda Library
401 Shreve St. Punta Gorda, FL 33950Fees/Admission
FREE
Contact Information
941-225-8792
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