Wine & Wills

What to Expect

Estate planning can feel complicated, especially when you’re trying to work out which information actually applies to you.

These complimentary community talks are meant to make the basics easier to understand. Donald Morrell explains how Florida wills, trusts, deeds, and probate work, where common misconceptions cause problems for families, and which questions are worth asking as you think about your own plan.

Each conversation lasts about an hour. Afterward there’s time for questions, and you can speak with Donald one-on-one.

What You’ll Learn

• Wills, trusts, and deeds: what each one does, and how they work together in a complete plan
• Florida probate: what a family goes through, how long it takes, and the steps that can help avoid it
• Medicaid and long-term care planning: how the cost of long-term care can affect a family’s plan, which Medicaid rules matter, and why planning ahead keeps more options open
• Planning for veterans and their families: what benefits may be available, who may qualify, and how those benefits fit into broader estate and long-term care planning

Upcoming Seminars

Both evenings cover the same ground, so come to whichever suits you. Seating is limited and an RSVP holds your seat.

Prefer to reserve by phone? Call (352) 408-4130.

Can’t Wait for the Next One?

The same ground gets covered one-on-one in an initial consultation, at whatever pace suits you. You can schedule a free consultation, or read through the answers to common questions first.