You're exclusively invited to attend
Tuesdayday, October 22nd
Pompano Beach Library
50 W Atlantic Blvd
Pompano Beach
6:00 PM
Wednesday, October 23rd
Pompano Beach Library
50 W Atlantic Blvd
Pompano Beach
6:00 PM
Estate Plan is vital for any individual, couple or family that owns a home and has assets. Ensure that your Estate Planning is in good order by reviewing the methods families use to avoid the delays and legal fees of Probate Court. Learn various methods and best practices to protect your family from unnecessary costs and wasted time in Probate.
You will learn the following topics, in easy-to-understand terms:
The advantages and disadvantages of Wills and Living Trusts.
How Probate Court works and why you may want to avoid it for your family.
Common missteps by families raising children with challenges, disabilities or Special Needs.
Protecting your heirs’ inheritance from lawsuits, divorce and spend-thrifts.
HOW THE SECURE ACT AFFECTS YOUR TRUST AND/OR RETIREMENT ACCOUNTS.
How Powers of Attorney work and don’t work (some may not be valid if you are disabled or pass away).
Why putting property in your children’s names may be a mistake.
Protect your home from being swallowed up by nursing home care.
Best Practices for naming retirement account and Life Insurance beneficiaries.
Elmer Melfor
Legacy Estate & Income Planning
Elmer Melfor, a Marine Officer, devoted over 11 years to the Coast Guard under the Kingdom of the Netherlands. His extensive experience demonstrates his commitment and leadership in demanding situations. After his time in the Coast Guard, Elmer transitioned to financial services, applying his expertise to assist clients with retirement protection, estate planning, and life insurance strategies. Dedicated to safeguarding his clients’ financial well-being, Elmer tackles each case with precision and care.
Tinde Talo
Legacy Estate & Income Planning
Introducing Tinde and her dedicated team, experts in financial services, estate and will planning, retirement solutions, tax mitigation, and wealth transfer strategies. Together, they specialize in guiding individuals and families to secure their financial futures. Whether crafting retirement plans, safeguarding assets, or optimizing tax strategies, Tinde and her team deliver personalized solutions tailored to diverse needs and aspirations. Embrace the opportunity to collaborate with them in navigating the intricacies of wealth management for a prosperous future.
Ed Kaiser
Network Attorney |
Integrated Trust Systems
Ed Kaiser is an award-winning legal professional with over ten years of multi-jurisdictional and multi-disciplined legal practice. His expertise spans multiple practice areas, including real estate, business law, estates and trusts, litigation, and dispute resolution. As a legal advisor, Ed prioritizes open communication and a personalized approach, fostering strong client relationships built on trust, empathy, and mutual respect. Ed’s clients appreciate his easy-going demeanor and ability to explain complex legal concepts in a clear and understandable manner, empowering them to make informed decisions about their legal matters. Ed’s Trusted Estate Plan, powered by the Integrated Trust Systems platform, offers a unique, user-friendly, self-guided option for establishing a modern, economical, and flexible estate plan. In life, change is inevitable. With the Integrated Trust Systems platform at your fingertips, making changes to your Trusted Estate Plan is simple.
Elmer Melfor
Legacy Estate & Income Planning
Elmer Melfor, a Marine Officer, devoted over 11 years to the Coast Guard under the Kingdom of the Netherlands. His extensive experience demonstrates his commitment and leadership in demanding situations. After his time in the Coast Guard, Elmer transitioned to financial services, applying his expertise to assist clients with retirement protection, estate planning, and life insurance strategies. Dedicated to safeguarding his clients’ financial well-being, Elmer tackles each case with precision and care.
Tinde Talo
Legacy Estate & Income Planning
Introducing Tinde and her dedicated team, experts in financial services, estate and will planning, retirement solutions, tax mitigation, and wealth transfer strategies. Together, they specialize in guiding individuals and families to secure their financial futures. Whether crafting retirement plans, safeguarding assets, or optimizing tax strategies, Tinde and her team deliver personalized solutions tailored to diverse needs and aspirations. Embrace the opportunity to collaborate with them in navigating the intricacies of wealth management for a prosperous future.
Ed Kaiser
Network Attorney | Integrated Trust Systems
Ed Kaiser is an award-winning legal professional with over ten years of multi-jurisdictional and multi-disciplined legal practice. His expertise spans multiple practice areas, including real estate, business law, estates and trusts, litigation, and dispute resolution. As a legal advisor, Ed prioritizes open communication and a personalized approach, fostering strong client relationships built on trust, empathy, and mutual respect. Ed’s clients appreciate his easy-going demeanor and ability to explain complex legal concepts in a clear and understandable manner, empowering them to make informed decisions about their legal matters. Ed’s Trusted Estate Plan, powered by the Integrated Trust Systems platform, offers a unique, user-friendly, self-guided option for establishing a modern, economical, and flexible estate plan. In life, change is inevitable. With the Integrated Trust Systems platform at your fingertips, making changes to your Trusted Estate Plan is simple.
Contact Us
101 NE 3rd Ave
Suite 1500
Fort Lauderdale, FL 33301
(954) 686-7032
https://www.integratedtrustsystems.com
