september 2023
12sep10:00 amWills and Trusts Brunch - 9.12 Event

Event Details
Protect Your FAMILY and Your ASSETS Where: East Ridge at Cutler Bay When: Tuesday, September 12 | 10 a.m. People think having a will is enough or that if they have
Event Details
Protect Your FAMILY and Your ASSETS
Where: East Ridge at Cutler Bay
When: Tuesday, September 12 | 10 a.m.
People think having a will is enough or that if they have a trust, a will is not necessary. Not so. Both of these documents are essential to protect your assets. Join us for brunch to learn more. While you’re here, tour the community to learn about our maintenance-free residences, active lifestyle, and access to a continuum of on-site care. All guests will be registered to win a prize!
Brunch With Martha Mendez, Esq.
Our special guest, Martha Mendez, partner of Feinstein & Mendez, P.A., in Coral Gables, will share insight into both estate planning tools, including:
- The difference between a will and a trust and how they work
- How to find the appropriate trust to reach your financial and personal goals
Seating is limited!
RSVP by Tuesday, September 5. Fill out the form or call 305-440-1534.
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Time
(Tuesday) 10:00 am
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