Florida – Wills & Living Trusts

Why Every Homeowner Needs an Estate Plan

Reserve Your Spot Here: www.youRSVP.com and enter code: RAXBUB

If you own a home or have accumulated assets, having an estate plan isn’t optional—it’s essential. Without proper planning, your loved ones could face unnecessary legal hurdles, expenses, and delays during an already difficult time.

This educational session will walk you through practical and effective strategies families use to bypass the red tape of probate court. Discover how to shield your assets, protect your loved ones, and ensure your wishes are honored—all explained in everyday language that’s easy to follow.

Here’s what you’ll learn:

• Wills vs. Living Trusts: Understand the pros and cons of each, and when one may be more appropriate than the other.
• Powers of Attorney: Learn what they cover, where they fall short, and why some may not be effective during incapacity or after death.
• Probate Court Demystified: Get a behind-the-scenes look at how probate works and the reasons many families try to avoid it altogether.
• The Hidden Risks of Transferring Property to Children: Discover why naming children on your deed can backfire.
• Special Considerations for Special Needs: Avoid common planning errors made by families caring for loved ones with disabilities or special needs.
• Protecting Your Home from Long-Term Care Costs: Explore strategies to help prevent your home from being lost to nursing home expenses.
• Safeguarding Your Children’s Inheritance: Learn how to shield your heirs from lawsuits, divorces, and poor financial decisions.
• Beneficiary Designation Best Practices: Get clarity on naming beneficiaries for retirement accounts and life insurance to prevent costly mistakes.
• How the SECURE Act Impacts Your Plan: Stay up to date on recent legislation that could affect your trust and retirement accounts.

Plus, we’ll introduce you to our proprietary “90 in 90 FORMula™”—a unique process designed to help you organize and implement your plan efficiently.

Take the first step in protecting your legacy and giving your family peace of mind. This session is designed to educate, empower, and equip you with the tools you need to make informed decisions about your future.

Hosted by:
Jeffrey Hines
Honor Guard Company