SPECIALTY WORKSHOP:
5. "Blended Families"
- How to Create a Plan that Makes Everyone Happy
Learn:
- how to create a special "Joint Pour-Over Trust" designed specifically for blended families
- how to best structure your separate assets and joint assets so all assets pass where you want them to go - all in a seamless and quick administration to prevent children of each spouse from fighting afterwards
- how to protect your Home and IRAs and other special family assets and heirlooms so they pass to the correct family members - automatically!
SCHEDULE:
Tampa Bay:
"Blended Families: How to Create a Plan that Makes Everyone Happy"
DoubleTree Suites by Hilton (TAMPA: Rocky Point)
Date: Coming Soon
Time: 2:00 pm (length: 90 minutes)
Hampton Inn & Suites (OLDSMAR)
Date: Coming Soon
Time: 2:00 pm (length: 90 minutes)
Hampton Inn & Suites (LARGO)
Date: Coming Soon
Time: 2:00 pm (length: 90 minutes)
Lakewood Ranch (Sarasota):
"Blended Families: How to Create a Plan that Makes Everyone Happy"
Even Hotel (formerly Holiday Inn Express)
Date: Coming Soon
Time: 2:00 pm (length: 90 minutes)
Ft. Myers:
"Blended Families: How to Create a Plan that Makes Everyone Happy"
Crown Plaza: Bell Tower Plaza
Date: Coming Soon
Time: 2:00 pm (length: 90 minutes)
Naples:
"Blended Families: How to Create a Plan that Makes Everyone Happy"
Hilton Naples
Date: Coming soon
Time: 2:00 pm (length: 90 minutes)
