Where:
The Centre Club is located in Tampa’s Westshore Business District at the SW corner of Kennedy & Westshore Boulevards - 123 South Westshore Boulevard, 8th Floor, Tampa, FL 33609
When:
Tuesday June 11th @ 12PM
Secure your spot today before seats fill up! Once you register, you will be sent an email with further details.
Enhanced Planning is Too Important to Put Off
No matter the size of your estate, careful preparation may help ensure that it passes efficiently to the next generation. At Enhanced Planning: Protect Your Legacy and Preserve Family Harmony, you’ll learn how enhanced planning can help you leave a legacy of family harmony.
Wills, Trusts,
Beneficiaries
Think these things are just for rich people? Think again. Whether your estate includes properties on both coasts or just a single home, enhanced planning may ensure that the transfer of your assets to the next generation will go smoothly.
Uncle Sam Will Decide Who Gets What If You Don't
Without a will, probate court and the state decide what happens to your assets after you’re gone…and that may impact estate taxes. Enhanced planning could help you reduce your estate’s exposure to taxes as you transfer it to the next generation.
Enhanced Planning :
PROTECT YOUR LEGACY AND PRESERVE FAMILY HARMONY
In this event we will help answer questions like:
• What critical documents should I complete?
• When I die, will everything go to my spouse?
• How can I protect my children from a previous marriage?
Leave a legacy of
Family Harmony
“My family knows what to do with my assets.” Does that sound like you? Your family may not be on the same page. With some careful preparation, you can help your assets transfer as efficiently as possible to the next generation. Take the time to learn more about the benefits of enhanced planning, including wills, trusts and other important documents.
You might not be here, But they will.
“It doesn’t matter what happens to my assets – because I’ll be gone!” You’ve always done what was best for your family, so why stop now? Failing to plan how your assets should be distributed could cause problems for the family members you leave behind. Leave a legacy of family harmony instead with some careful enhanced planning.