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FREE Class on Estate Planning

March 27 @ 2:00 pm - 3:00 pm

Free

Living Wills & Trusts

Everyone needs an Estate Plan. It’s vital for any individual, couple or family that owns a home and has assets. It’s time to make sure your Estate Planning is in good order. You will learn how your family can be protected from unnecessary legal fees and wasted time with Probate and prevent the potential loss of your hard-earned assets from a Nursing Home should you require care. This seminar will provide you with facts that are straightforward and easy to understand.

We will discuss several important issues, including:

  • The advantages and disadvantages of Wills and Living Trusts
  • How Powers of Attorney work (some Powers of Attorney may not be valid and thus Powerless if you become disabled)
  • How Probate works, and why you may want to avoid it for your family
  • Why putting property in children’s names may be a mistake
  • How to protect your home and your savings if you end up in a Nursing Home
  • How you may be able to protect assets inherited by your heirs from lawsuits, divorce, and other claims

This class is designed to help you and your family avoid the most common costly mistakes. Be our guest at this unique and FREE educational presentation!

Details

Date:
March 27
Time:
2:00 pm - 3:00 pm
Cost:
Free

Organizer

D. Michael Burleigh
Phone:
772-334-9592
Email:
mike@peakcapitalmanagement.net
Website:
www.peakcapital.fixedincomecounsel.com

Venue

Hoke Library
1150 NW Jack Williams Way
Jensen Beach, FL 34957 United States
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