Lake Mary - Understanding Estate Planning

Don't miss out on this simplified but detailed estate planning course.

Learn the simple rules of how to control who gets what, ways to potentially avoid probate and some of the common pitfalls of estate planning.

Attend our 60 minute educational course where we will focus on:

• What is a real "estate plan" and why may I need one?
• Why you may need more than just a will
• Different Trust options and Florida's Ladybird Deed rule
• Strategies that aim for a strong generational wealth management plan
• The common estate planning tool that was eliminated by recent regulation
• The purpose of having a trust
• Strategies that may help reduce taxes
• Ways to potentially avoid probate
• How to NOT disinherit your children and grandchildren because of divorce or another triggering event
• Why an updated tax-plan might be an important part missing in estate planning

Securing your legacy may require Effective Estate Planning for Asset Protection.

Protecting your estate assets and avoiding unintended consequences may be paramount in today's landscape. This exclusive course is aimed to equip you with parts to a comprehensive plan that potentially may help you safeguard your assets, ensure the well-being of your family, and minimize unnecessary taxes, expenses, and delays. By focusing on both the documents needed and the strategies behind them, you may effectively achieve your estate transition goals.

Safeguard Your Wealth and Ensure a Smooth Legacy Transition

Oxford Wealth Group, LLC is a federally registered investment adviser under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply a certain level of skill or training. The communications of an adviser provide you with information about which you determine to hire or retain an adviser. Information about Oxford can be found by visiting the SEC site www.adviserinfo.sec.gov. and searching by our firm name. We are a financial services firm that utilizes insurance and investment products. Privacy Policy

Event Venue & Nearby Stays

Lake Mary Community Center, 140 East Wilbur Avenue, Lake Mary, United States