Wine & Wills: Navigating Estate Planning (Naples)

Join us for our free monthly seminar, Wine & Wills, on Thursday, January 30 at 5:30 p.m. at our Naples office! This month’s focus is Navigating Estate Planning, an essential topic for anyone looking to protect their loved ones and secure their legacy. Hosted by experienced estate planning attorney Dana M. Fragakis, this engaging session offers valuable insights into creating a comprehensive estate plan, all while enjoying a glass of wine in a relaxed and welcoming environment.

Dana will guide you through the critical steps of estate planning, specifically tailored to Florida laws. Learn what happens if you don’t have a proper plan in place and why creating a legally valid Will and Trust is vital for safeguarding your family’s future. You’ll gain practical knowledge on naming guardians for minor children, ensuring their financial security, and minimizing tax burdens while avoiding common mistakes. Real-life examples will demonstrate how thoughtful planning can make a lasting difference for your family.

Key topics will include:

• What happens if you don’t have a proper estate plan in place.
• The importance of creating a legally valid will and trust to protect your loved ones.
• How to name guardians for minor children and ensure their financial future is secure.
• Key considerations for minimizing tax burdens and avoiding costly legal mistakes.
• Practical tips and real-life examples of successful estate planning.

Whether you’re new to estate planning or need to update your current plan, this seminar offers actionable insights to help you make informed decisions with confidence. The evening will conclude with a Q&A session, giving you the opportunity to address your unique concerns and receive expert guidance. Don’t miss this opportunity to take the first step toward securing your legacy—reserve your spot today!

Register Today!