Covert Law: Workshops - BLENDED FAMILIES How to Plan for Your IRA or Qualified Plan

Specialty Workshop: BLENDED FAMILIES

SPECIALTY WORKSHOP:

5. "Blended Familiies"

- 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!
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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)

(All Workshops are Free)

Contact Us:

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Covert | Law
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Covert | Law

Your Plan. Your Family. Their Future.

- - We Take Care of Families: Today - Tomorrow - Forever - -

NEIL R. COVERT, Attorney at Law

Clearwater - Sarasota - Fort Myers - Naples

1.800.660.7564

© 2018 Neil R. Covert, P.A. - - All Rights Reserved.

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