Wills, Trusts & Estate Planning Workshop
A free 60 minute intensive, hands-on Wills, Trusts & Estate Planning Workshop in the Boca Raton Area.
WHAT YOU NEED TO KNOW ABOUT "Wills, Trusts & Estate Planning" IN 2027
If you're among the people who are on the fence about a will, trust or power of attorney, the best way to make smart decisions for your situation is to be armed with the facts.
Are you going to do a will someday, but you don’t know how to get started?
Or did you do it years ago and haven’t looked at it since?
Our lives are constantly changing with births, deaths, marriages, divorces. All of these events may necessitate changes in your estate plan.
Please Join us for this complimentary informational workshop in Boca Raton. We will discuss how to create a solid life after work plan. Seating is limited so sign up today!
Did you know?
64% of Americans say having a will is important, fewer than 32% have one.
Only 43% of those age 55 or older have a will or living trust.
43% of U.S. adults blame procrastination as the most common barrier to estate planning.
Wills, Trusts & Estate Planning SYLLABUS
I. These Important Topics will be Addressed:
Do I need a Will? Trust? Powers of Attorney? Health Care Directive?
How can I avoid the cost and delays of PROBATE?
How can I reduce Estate Taxes and leave more money to my loved ones?
How can I protect my assets from the devastation of Nursing Home cost?
Who will care for your underage children?
How will you keep your heirs from frivolously spending his/her inheritance?
Who gets your home, who inherits all of your bank accounts, who will get your assets?
Can you avoid family arguments over your belongings and keepsakes?
How can I create Tax-Free Income at retirement?
Who decides your healthcare or end-of-life decisions?
II. We will be Discussing:
Do's and don'ts for transferring your assets (including your home or farm to your children)
The benefits of avoiding probate for your family
Protection from unexpected nursing home costs without nursing home insurance
How to reduce or eliminate many forms of taxation
The importance of having the right legal documents at the right time
If there's a common unaddressed problem in the financial plans of many adults of all income levels, it’s what to do about their assets when they’re gone. 50% of all Americans will die without a will and 76% of Americans do not have an up-to-date will.
Spouses are encouraged to attend!
Seating is limited. Register now!
Attend a Workshop
There is no cost to attend the workshop, but you must register.
The goal of this workshop is to give you the tools you need to put together a solid life after work plan that will help to guide your family through the most stressful times.
This workshop is taught by David Friedland, J.D., a Licensed Florida Attorney and Private Wealth Advisor with 27+ years of financial industry experience.
Workshop will be held at:
Boca Raton Public Library (Downtown Library)
400 NW 2nd Ave, Boca Raton, FL 33432
Main TX Office:
18756 Stone Oak Parkway, Suite 200
San Antonio, TX 78258