Nuts and Bolts II – How To Receive Your Inheritance Workshop

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.

Thursday, July 28, 2022 at 2:00 p.m. by zoom

When: Thursday, July 28, 2022
Where: Zoom
Time: 2:00 p.m.

To RSVP please call 407-977-8080 or email [email protected].