Learn How To Protect Your Assets In 3 Easy Steps

August 13, 2024 2:00 pm

2:00 PM - 4:00 PM

Amavida Resort Retirement Community
7820 Fanning Court Fort Myers, FL 33907

Don’t Miss This Free Workshop!

During this must-see event, top estate planning and elder law attorney Pam Baker will detail the three steps involved in protecting your assets: knowing the rules, knowing the threats, and knowing your options.

You will also learn:

  • How to protect your hard-earned assets from the high cost of long-term care and other threats
  • How to avoid the delays, frustration, and expense of probate
  • The 7 reasons you need an estate plan
  • The key planning documents everyone needs—and why
  • Eligibility requirements for Medicaid and other sources of financial assistance to pay for long-term care
  • The benefits of long-term care insurance
  • The advantages of trusts and the planning objectives they can help you achieve
  • How to minimize or avoid estate and other taxes

And more!

RSVP required: email [email protected] or call (239) 239-317-3116