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Wills, Trusts, & Asset Protection: Key Estate Planning Tips to Protect Your Legacy
June 30, 2025 @ 12:30 pm - 1:30 pm
Free
Join us for a must-attend Lunch & Learn on simplifying estate planning and understanding executor responsibilities.
You’ll learn how to:
* Organize key documents before a crisis
* Avoid common estate planning mistakes
* Support loved ones with clear, actionable plans
Take the guesswork out of estate settlement—start planning with confidence today.
Event Details:
- Date: Monday, June 30th
- Time:12:30-1:30PM
- Location – Diamond Oaks Village: 24110 S Tamiami Trl, Bonita Springs, FL 34134
- Registration options: 239-345-4545, ext. 2200 | https://lp.
constantcontactpages.com/ev/ reg/jzcjwng/lp/3649b58d-e7fc- 4c85-85b7-7412d4166e6d
