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Do you have an estate plan? We’ve said it before and we’ll say it again: If you don’t have an estate plan, the State of Florida has one for you and it may not be the one you want. The majority of Americans likely do not have a relevant and proper estate plan.
Beneficiaries will learn how to protect their inheritance, manage their assets and plan for their families. We will discuss the Trust Protection Spectrum and the various asset protection options available when assets are left in trust to beneficiaries. In addition, we will explain the “1-2-3 of Estate Planning” to guide beneficiaries in understanding which pot of money is the one to spend from and which is to let grow.
As a member of our ESP Program, Medicaid Maintenance Plan or as a Valued Advisor, you and your family are invited to join us to learn about recent changes in the law, changes in our firm, and changes in how to leave your legacy. You have the option to attend this meeting in person or by Zoom.
Please join us for some holiday cheer! Entertainment by Scotty Jordan. Snacks and refreshments provided.
Please join us for some holiday cheer! Entertainment by Scotty Jordan. Snacks and refreshments provided.
As a member of our ESP Program, Medicaid Maintenance Plan or as a Valued Advisor, you and your family are invited to join us to learn about recent changes in the law, changes in our firm, and changes in how to leave your legacy. You have the option to attend this meeting in person or by Zoom.
This complimentary and interactive workshop is designed to educate families about general estate planning principles, the federal estate and gift tax structures, and the importance of implementing and maintaining estate plans (approximately 2 hours). Reservations required.
This course is specifically designed to teach professional advisors how to utilize proven, cutting-edge estate planning techniques while becoming a leader in the impending transfer of wealth from generation to generation. You will have a unique opportunity to experience fresh and powerful planning ideas and techniques. While this course could be presented in the typical continuing education format, we have chosen to present these concepts from the perspective that really matters: the client’s perspective.
This complimentary workshop is a MUST for all clients approaching age 70 1⁄2. We will discuss in detail the “Stretch IRA,” including recent changes implemented by the IRS. Even if you have attended a Retirement Planning Workshop before, you should attend again to get updated.
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The Law Offices of Hoyt & Bryan is Central Florida’s leading estate planning and elder law firm and the only Florida law firm with two attorneys board certified in both Wills, Trusts and Estates as well as in Elder Law. We were founded in 1999 and our main office is located in the heart of historic Oviedo, Florida.
Our office address:
254 Plaza Drive
Oviedo, Florida 32765
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ALL RIGHTS RESERVED