CALL US 24/7 in BONITA SPRINGS:
(239) 222-2222

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(844) 444-4444

Virtual Meetings Available WORKSHOPS

HOW TO PROTECT YOUR STUFF IN 3 EASY STEPS

HOW TO PROTECT YOUR STUFF IN 3 EASY STEPS

FREE WORKSHOP: Join Attorney Claudia De Jesus and Kevin Sarlo for “How To Protect Your Stuff In 3 Easy Steps”

 

RSVP at (239) 222-2222 or email us at [email protected], [email protected]

The most common mistakes about Medicaid are:

  • They can take your home
  • You have to give your assets away to protect them
  • If you give assets away you have to wait 60 months to qualify

 

Our workshop will address those and many other issues related to elder law and estate planning, Learn how

to protect what is important to you:

  • Can I protect my “STUFF” from long term care? How?
  • What is a trust? What’s the difference between revocable and irrevocable?
  • How can I avoid Probate? Do I need to?
  • Should I give my “STUFF” to the children?
  • If i give my “STUFF” away, will it take 60 months for it to be safe?
  • What is a Power of Attorney, a living will, and a Healthcare Proxy? What are the differences? Which do I need?
  • How can I plan for disabled beneficiaries?
  • Are my IRAs safe? Do i need special planning for them?

Date/Time
Date(s) - 08/24/2021

REGISTER FOR THIS EVENT

Registrations are closed for this event.

CONTACT US TODAY FOR A CONSULTATION

We are dedicated to making a difference in your life and that of your family.

 

Bonita Springs Location

27499 Riverview Center Blvd,
Suite 245
Bonita Springs, FL 34134

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601 S Harbour Island Blvd,
Suite 109
Tampa, FL 33602

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Westshore Location

5401 W Kennedy Blvd,
Suite 100
Tampa, FL 33609

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