Will Awareness Workshop - Protect Your Legacy

Is Your Legacy Protected? — 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:
Thursday, April 9, 2026 10:00A.M & 1:00 p.m.
Thursday, April 14, 2026 10:00A.M & 1:00 p.m.


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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