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Virtual: Basic Estate Planning and Asset Protection

April 17 @ 11:00 am - 12:00 pm

Live Zoom Presentation:

Password: MiamiRe

Despite the fancy-sounding title, estate planning is not just for the rich and wealthy. In fact, the term “estate” might not mean what you think it does at all. When it comes down to it, deciding who will inherit your estate is a big decision and an important part of life planning. Smart estate planning helps protect families with young children as well as helping your heirs from overpaying on taxes. The simple fact is that without a plan in place, you won’t get to choose who gets what. As a Realtor, you can help your customers and investors.

This presentation will cover:

  • Revocable & Irrevocable Trusts
  • Wills
  • Florida Land Trust
  • Life Estate Deeds & Lady Bird Deeds
  • Using Corporate Entities in Estate Planning
  • Simple Asset Protection
  • Probate issues
  • Tenants in Common, Joint Tenancies & Marital Property
  • Non-Residents, the 40% Estate Tax & How to Avoid It. 


April 17
11:00 am - 12:00 pm
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