Estate Planning Essentials (LIVE)
Join Us: Tuesday, June 4, 2024
5-6 p.m. (ET)
Get the Answers You Need to Secure Your Future
Attorney Michelle M. Lianzo has given several live seminars to educate Florida residents on their estate planning options. In our continuing effort to take the confusion out of the planning process, we’ve recorded our recent seminar, Essentials of Estate Planning, and offer it free of charge to all viewers.
Estate Planning Basics That Benefit You
- How to approach estate planning in an easy four-step process
- Choosing between creating a will or a trust-based estate plan
- Creating advanced directives and durable powers of attorney
- Making a legally enforceable plan for incapacity and end-of-life care
- How to identify the different assets in your estate plan
- What probate is and what it accomplishes
- Who might want to avoid probate
- Asset protection strategies (with and without trusts)
- What is a revocable living trust and what it accomplishes
- The importance of monitoring your plan during your lifetime
- How to ensure your wishes will be followed after your passing
Estate Planning Basics That Benefit Your Family
- Allowing direct inheritance through beneficiary designations
- Pitfalls of adding co-owners to assets to avoid probate
- How to make the probate estate as small as possible
- Options for protecting out-of-state assets
- Preventing certain heirs from spending their inheritances all at once
- How to prevent your heirs from paying high costs and fees
- Limiting the impact of federal estate taxes
- Preventing family wealth from being lost through a divorce or court judgments
- How to fund your trust and avoid complications later
- Steps to take to prevent estate litigation
Take the Guesswork Out of Providing for Your Loved Ones
The trusted estate planning attorneys at DeLoach, Hofstra & Cavonis, P.A. can advise you on all matters related to estate planning. Register below!
Register Now!
Once you have filled out the registration form, you will receive a confirmation email with a link and details to access the zoom webinar. See you there!