Workshops

She Worked Hard for Her Money: Estate Planning Essentials for Florida Women Who Want to Protect and Pass On Their Legacy

This informative workshop will cover the following important topics:
• Prenuptial and postnuptial agreements – how these agreements can keep assets and debts separate to protect children and build a relationship based on transparency and trust.
• The Pretermitted Spouse Problem – Florida law protects new spouses not included in old wills, but that protection can undo gifts to children in the will and invalidate beneficiary designations.
• Blended families – how lack of planning can unintentionally disinherit children or diminish the gifts intended for children in “his, hers, and ours” families.
• Naming the right people in your documents.
• Elective share and probate claims.
• Your Power of Attorney – the most misunderstood document and what mistakes can leave families powerless during your incapacity.
• If the homestead is titled in the name of one spouse only, how does Florida law protect the family when the titled owner dies?
• Protecting yourself from romantic manipulation, love scams, and financial predators.
• Protecting your children’s inheritance.
• How you can safely inherit land and family business interests from your parents that can be excluded from current and future marital claims.

Note: Seating for this event is limited! Please RSVP your seat prior to the event! Thank you.

Workshop Location:
Morgan & Getzan, PLLC
234 E Duval St
Lake City, FL, 32055

Join Our Workshop

Learning the basics of estate planning and Medicaid planning is the first step in protecting your legacy, your loved ones, and your wealth. If you’re interested in registering for an upcoming workshop, please complete the brief form below, and we will alert you when new events are added to the calendar. Registration is free!

Fill out the form to join this workshop