Is Your Legacy Protected? A Workshop On Will Awareness

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Name: Is Your Legacy Protected? A Workshop On Will Awareness
Date: November 13, 2024
Time: 3:00 PM - 4:00 PM EST
Event Description:

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

Location:
Punta Gorda Library
401 Shreve St. Punta Gorda, FL 33950
Date/Time Information:
November 12th, 2024 - 4:30PM
November 12th, 2024 - 6:00PM

November 13th, 2024 - 3:00PM
November 13th, 2024 - 4:30PM
Contact Information:
941-225-8792
Fees/Admission:
FREE
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