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Learn how to AVOID PROBATE and pass your estate to your loved ones fast and without the hassle of the court’s invasion.Join us for this FREE, IN PERSON educational event where we'll simplify key concepts and provide valuable insights on how to protect your family and your legacy.
Topics we'll cover include:
✅ Wills vs. Living Trusts: Pros & Cons
✅ How Powers of Attorney work (and what can go wrong)
✅ Understanding and avoiding Probate Court
✅ Why putting property in your kids’ names can be risky
✅ Estate Planning for families with children with special needs
✅ Protecting your home from nursing home costs
✅ Shielding your heirs’ inheritance from lawsuits & divorce
✅ Best practices for naming beneficiaries on retirement accounts
✅ How the SECURE Act affects your Trust & Retirement Accounts
This session will help you make informed decisions for your family’s future, in easy-to-understand terms!
Event Details:
🗓 Dates/Times:
Tuesday, September 16th @ 1:00 pm
Tuesday, September 16th @ 6:00 pm
Tuesday, September 23th @ 1:00 pm
Tuesday, September 23th @ 6:00 pm
📍 Location:
Fair Winds Bar and Grill
4 Clubhouse Drive
Bluffton, SC 29910
👉 This is a FREE educational event, but space is limited—RSVP today! If you’re married, both spouses are encouraged to attend.
This event is for adults only.
Don’t miss this opportunity to gain clarity on your Estate Planning!
We look forward to seeing you there!
*For educational purposes only – nothing will be sold at this seminar. This class is not affiliated with and is offered independently of Palm Bay Senior Activity Center.
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Event Venue & Nearby Stays
4 Clubhouse Dr, Bluffton, SC 29910-5731, United States
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