The COVID pandemic caused stunning and unprecedented changes in every aspect of our lives. School closings. Business shutdowns. Holiday gatherings prohibited or restricted in size. Nothing, and no one went unscathed. This includes our courts. Courthouses were closed. Hearings and trials were postponed. Looking backwards, we wonder how we survived it all. Attorney Jerry Colen will discuss the many ways that COVID put its stamp on our judicial system.
Should we add our children's or relatives' names to our home, to our banking accounts, our brokerage accounts, even our timeshare units? 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?
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.
When folks have need for an attorney, they sometimes do not know what to bring or even what to ask. 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.
Planning an estate, be it simple or complex, is not always simple in Florida. Attorney Jerry Colen and his law partners Rachel Wagoner and John Beck will be here to discuss the various documents that should be part of your planning.
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.
Often we wonder what type of estate planning document suits us best. Attorney Jerry Colen and his law partners Rachel Wagoner and John Beck will be here to speak with us about these two most important estate planning methods, and which is best. Here's a "heads up." Jerry, Rachel nor John, will tell you what's best for you. They want you to have the facts to decide that for yourself.
If it should ever be needed, what is Medicaid, who is eligible for it, how can someone apply and most important, what will the State of Florida make us give up to get it? Attorney John Beck of the law firm of Colen and Wagoner, P.A., will be here to discuss this very important topic with us.
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 Florida homestead is the single most protected asset any Florida resident can own. Attorney Jerry Colen and his law partners Rachel Wagoner and John Beck will be here to discuss the asset protection afforded to homestead owners in Florida. They will speak about how to plan your Estate in order to pass on a homestead to your beneficiaries.
Course #: LEG102 | Room:Live Oak Hall Day of Week | Date | Time:Tu | 5/14/2024 | 3:00 PM - 4:00 PM Seats Available:59
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If class is cancelled by the participant because of COVID positive results, there will still be a processing fee incurred by the participant.
