Is Your Legacy Protected? A Workshop on Will Awareness

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Name: Is Your Legacy Protected? A Workshop on Will Awareness
Date: April 6, 2024
Time: 10:30 AM - 11:30 AM EDT
Is Your Legacy Protected? A Workshop on Will Awareness
Event Description:
2024 Will Awareness Essentials

Understanding the importance of wills is key for anyone with assets or a family. A well-crafted will protects your children, ensures business continuity, and prevents family disputes.

Life events like marriage or birth can outdate your will, making updates crucial.

Join our free seminar at Punta Gorda Charlotte Library to plan a secure post-retirement life. You can register for any day that suits you, especially if you missed our last seminar. Secure your spot due to limited seating!

Quick facts:

76% of Americans 18-65 see the need for a will, yet only 40% have one.
66% of seniors have a will or living trust, but 57% of adults lack key documents.

Seminar Highlights:

Choosing between wills, trusts, and legal directives.
How to avoid probate, reduce estate taxes, and protect assets.
Best practices for assigning guardians and managing inheritance.
Ways to prevent disputes over assets.
Strategies for tax-efficient retirement income.

Discussion Points:

Tips for transferring assets, including avoiding probate.
Strategies to protect against unexpected costs, like nursing home fees.
Methods to reduce or eliminate taxes.
With nearly half of Americans at risk of dying without a will, understanding these essentials is vital.

Seats are filling fast. Register now!

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Punta Gorda Charlotte Library


Date/Time Information:
APRIL 6TH, 2024 | 10:30 AM - 11:30 AM
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