Workshops

Annual Maintenance Spring 2014 Workshop
ObamaCare and Trusts
Wednesday, February 5th, 2014 10:00am
Temple Beth El, 16225 Winkler Road, Fort Myers Florida 33908

Our next workshop for our Annual Maintenance Program clients will cover the Affordable Care Act (a/k/a ObamaCare) Medicare Surtax and how that affects estates and trusts. Click below to register OR Call Gina At 239-425-9379.

Family Estate & Legacy Solution
Free Estate Planning Workshop
Wednesday, February 5th, 2014 2:00pm
Temple Beth El, 16225 Winkler Road, Fort Myers, Florida 33908

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. Click on the button below to register online or Call Gina At 239-425-9379.

Family Estate & Legacy Solution
Free Estate Planning Workshop
Thursday, February 6th, 2014 2:00pm
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. Click on the button below to register online or Call Gina At 239-425-9379.

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