Estate Planning: What you need to know to help protect yourself and your legacy

You and a guest are invited to our complimentary educational discussion.
Regardless of your age or level of wealth, an estate plan is one of the best ways to help protect yourself, your family, and your assets during your lifetime and after death.
Learn how addressing these estate planning topics might be advantageous to both you and your heirs as we will explore:
– In addition to your will, what other critical estate documents should you have in place?
– Would a trust help to accomplish estate planning goals?
– Understanding estate transition risks.
– What should you consider when selecting your executor, guardian, trustee and/or agent?
– Do you fully understand estate tax liability and probate?  What about charitable giving?
Guest speaker – Lisa Finn, Esq., LL.M. Of Counsel, Winegardner Law
Date/Time: Thursday June 27th 2019 @ 10:00 AM
Location: Wells Fargo Advisors Conference Room, 3320 Thomasville Rd, Suite 300, Tallahassee, FL 32308
SEATING IS LIMITED, RSVP via Email to or (850) 383-1800.
If you are unable to attend and would like an individual consultation, please contact us for an appointment.
This event is educational in nature – no company specific products will be discussed.
All investing involves some degree of risk, whether it is associated with market volatility, purchasing power or a specific security, including the possible loss of principal.
Investments and Insurance Products: NOT FDIC Insured  NO Bank Guarantee  MAY Lose Value
Any guest speakers opinion is their own and does not necessarily reflect the opinions of Wells Fargo Advisors.  Wells Fargo Advisors is not a legal or tax advisor.
Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. ©2016 Wells Fargo Clearing Services, LLC. All rights reserved. CAR-0419-03699