Annual Maintenance Winter Workshop
What’s It Worth? A Personal Treasure Discovery Event
Tuesday, February 28, 2012 at 1:00 pm
Temple Beth El, 16225 Winkler Road, Fort Myers Florida 33908
Join us for this fun and interactive event as the experts assess your special treasure during an on-site appraisal. Leslie Hindman appraisers who are versed in fine art, fine jewelry and timepieces, fine furniture, decorative arts, Asian works of art, and rare book and manuscripts will be present.
Family Estate & Legacy Solution
Free Estate Planning Workshop
Tuesday, February 28, 2012 at 9:00 am
Temple Beth El, 16225 Winkler Road, Fort Myers, Florida 33908
OR
Thursday, March 8, 2012 at 2:00 pm
Sanibel Community House, 2173 Periwinkle Way, Sanibel, Florida 33957
New and partial-year residents will learn how Florida laws differ from other states and the advantages of declaring residency and updating their wills and trusts to Florida law. Attendees will also learn why all Florida residents need to have their estate planning documents reviewed following recent law changes that impact their estate plans. Those who bring a copy of their current estate planning documents and arrive a half hour early will receive a confidential, complimentary review and written analysis following the presentation. All attendees will receive a complimentary Florida Estate Guide and DVD.
Shell Point Retirement Community
Legacy Series Workshop
Inheritance: Doing for Rather Than to Your Loved Ones
Wednesday, February 29, 2012, at 10:00 am
Grand Cypress Room, Shell Point Retirement Community
Despite good intentions, people often do things through their estate plans that cause unexpected harm to relationships and incur unnecessary costs to settle their affairs. Wills, trusts, and estates attorneys Craig R. Hersch and Michael B. Hill will join Timothy A. Stephenson, the Executive Director of the Legacy Foundation, in exploring how to craft your plan to do the most good for those you love.
Click here to register for any of these Workshops OR Call Kimby At 239-425-9379

