How to Turn a Modest Tax-Deferred Account Into Millions For Your Family What is a corporate trustee? 7 Reasons To Use A Corporate Trustee When would I use a corporate trustee? As Trustee As Co-Trustee As Investment Agent HAs Successor Trustee Couldn’t I name a relative or friend instead?
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.
As our society continues to age, one of the greatest concerns of the elderly, their friends, family members, and other loved ones is that they may need nursing home care in the future, especially as the costs for nursing home care continue to increase. This workshop will debunk many of the myths you may have heard with regard to Medicaid eligibility. We will explore opportunities that enable you to protect and preserve your assets, preserve your independence, and maintain your security as you confront the concerns of aging, illness, and possible nursing home placement (approx. 3 hours) Reservations required.
As our society continues to age, one of the greatest concerns of the elderly, their friends, family members, and other loved ones is that they may need nursing home care in the future, especially as the costs for nursing home care continue to increase. This workshop will debunk many of the myths you may have heard with regard to Medicaid eligibility. We will explore opportunities that enable you to protect and preserve your assets, preserve your independence, and maintain your security as you confront the concerns of aging, illness, and possible nursing home placement (approx. 3 hours) Reservations required.
As our society continues to age, one of the greatest concerns of the elderly, their friends, family members, and other loved ones is that they may need nursing home care in the future, especially as the costs for nursing home care continue to increase. This workshop will debunk many of the myths you may have heard with regard to Medicaid eligibility. We will explore opportunities that enable you to protect and preserve your assets, preserve your independence, and maintain your security as you confront the concerns of aging, illness, and possible nursing home placement (approx. 3 hours) Reservations required.
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.
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