Course

Estate Planning for Busy People

Starts Nov 13, 2024

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Full course description

Course Description/Meeting Summary:

Estate planning and procrastination often go hand-in-hand. This session will provide tools to help you understand the benefits of estate planning-- including maintaining estate control, how this helps your heirs, ways to avoid or minimize probate, and methods that save on estate taxes.

  • Component Number: Retirement3

Meeting Locations and Times:

Canvas, ONLINE CLASS on November 13th, 2024, 5:00PM - 6:30PM
Online, Orlando, FL 32825

Full Description/Meeting Details:

We will discuss special situation such as a blended family or new marriage and how Florida’s Elective Share statute or Homestead Act can affect your estate plan.

Additionally, we will briefly discuss special needs trust and spendthrift trusts for those special family members. You will be introduced to the four basic estate planning documents: Will, health care surrogate, durable power of attorney and living will. In discussion, attendees will weigh the costs and benefits of a will versus revocable trust and explore the difference of both documents and how your choice today can affect your heirs tomorrow.

Contact Information:

Retirement Services- 407.317.3227
retirement.services@ocps.net

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