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UID:10000583-1794506400-1794511800@www.catholicunitedfinancial.org
SUMMARY:Cape Coral\, FL - Estate Planning Basics Workshop
DESCRIPTION:To RSVP: Email workshops@catholicunited.org or call 1-800-441-9949.\nRSVP required. \nThis workshop is two things: 1) a great starting point for people who need an estate plan and 2) a good reminder that a long-term care funding plan can help protect the estate you’ve worked a lifetime to build. Topics to be discussed include: \n\nUnderstanding how probate will affect your family and estate\nManaging tax exposure and protecting assets\nMaking the best decisions regarding wills and trusts\nPlanning and funding for final expenses\nSetting up documentation like power of attorney and health care directives\nPreparing you for a visit to an attorney (potentially saving you money)\nSharing how to avoid an asset-depleting “spend down”\nExplaining four options for funding a long-term care plan\n\nTim Amireault\, Sales Manager at Coral Ridge Funeral Home\, will address these topics and take questions about your situation during our Q&A session. \nNothing will be sold at this workshop. For educational purposes only. Workshop is about one hour in length\, depending on audience participation.
URL:https://www.catholicunitedfinancial.org/event/cape-coral-fl-estate-planning-basics-workshop/
LOCATION:Coral Ridge Funeral Home\, 950 Chiquita Blvd S\, Cape Coral\, FL\, 33991\, United States
CATEGORIES:Workshop
ATTACH;FMTTYPE=image/jpeg:https://www.catholicunitedfinancial.org/wp-content/uploads/2024/02/EstatePlanningBasicsWorkshop-thumbnailWEB.jpg
ORGANIZER;CN="Kendra Turner%2C FIC":MAILTO:kturner@catholicunited.org
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