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As another year heads quickly toward its close, a question to consider is whether we have our financial house in order. Have we planned properly for our estate? Should we add or remove something, or someone? Can we find ALL our financial papers and documents? When we find them, do we even understand them? Attorneys John Beck, Jerry Colen and Rachel Wagoner, will be with us to discuss what they feel you need to be thinking of as 2024 comes to its close and 2025 begins.

Don't be a victim! Join the Office of the Attorney General, State Attorney for the 5th Judicial Circuit Bill Gladson, Marion County Sheriff's Office, Seniors vs. Crimes, and others for an in-depth, educational symposium on how to prevent yourself from becoming a target and victim of crime. Discussion will include cyber and crypto crime, other financial crime, exploitation, and what our local law enforcement and prosecutors are doing to help keep you from becoming a target and educating you on what to do if you become a victim of crime.

Presenters will include:

• Ashley Moody, Florida Attorney General
• Bill Gladson, State Attorney for the 5th Judicial Circuit
• Whitney Mackay, Bureau Chief, Office of the Attorney General
• John Paul, Senior Assistant Statewide Prosecutor
• Kathy Savor, Forfeiture Practice Manager
• Blain Goff, Senior Assistant Attorney, Cyber Fraud/Financial Exploitation
• Marion County Sheriff's Office Representative
• Seniors vs. Crimes Representative
• Stephanie Bergen, Statewide Coordinator for the Senior Protection Team

Join this timely, important discussion and learn how to protect yourself and other family members from criminals. Be Safe- Educate.

 

Did you ever wonder if you have the correct legal documents in place for your estate planning?  Attorneys Jerry Colen, Rachel Wagoner and John Beck will be here to present you with what they have concluded are the documents you should have and what documents that you should consider having.

Planning now can be your final act of love and kindness for your pet. Tamara Vaughn, JD LL.M will explore the use of Pet Trusts, the advantages of funding one and pitfalls to avoid. Linda Norman, CFP will discuss practical documents to instruct caregivers and family members, allocating assets to provide for care, and explore options for the care of your pet when you are no longer able.

Your homestead is your home. And your home is the single most important asset any Florida resident can own. Attorneys John Beck, Rachel Wagoner and Jerry Colen will be with us to discuss the rights, duties and obligations imposed on residents who own a homestead here in the Sunshine State.

One of the most frequent questions people ask themselves is what do I need-a Will or a Trust? Come and hear attorneys Jerry Colen and John Beck discuss their differing points of view, on one versus the other.

 

Children!!  We love ‘em and we want to protect them. But should we put their names on the deed to our homes or on our bank or brokerage accounts? Hint: Maybe not wise for you to do. Attorneys Jerry Colen, Rachel Wagoner and John Beck will be with us to discuss whether we should add someone's name(s) to the various assets we own. If your children are urging you to add their names to your properties, why not wait until you hear what Jerry, Rachel and John have to say?

Suppose one day, you have a legal issue that you need to discuss with an attorney.  Sounds easy.  Just make an appointment, meet the lawyer and start talking. But maybe, before you sit down with your legal beagle, you should be prepared. Attorneys Jerry Colen and his law partners Rachel Wagoner and John Beck will be here to give us a tutorial on what to bring, what to ask and what to know, about dealing with your attorney.