Key Conversations to Help Protect Autonomy and Assets

For ultra high net worth retirees, wealth brings complexity that requires more than strong documents. It requires coordination, clarity, and control when it matters most.

Here are some of the topics we will cover:

  • Control & Autonomy – Consider how estate planning documents can help outline decision making preferences and designate trusted decision-makers.
  • Unique Wealth Challenges – Review complex finances and legal structures involving financial accounts, estate structures and risk awareness.
  • Long-Term Care Planning – Discuss legal, logistical, and financial factors that may be relevant when evaluating future care needs.
  • Legacy & Family Planning – Explore ways families document intentions, communicate planning goals and prepare heirs or trustees for future responsibilities.
  • Roth Conversions – Provide an overview of factors that may influence the timing and tax considerations of Roth conversion strategies.
  • Charitable Remainder Unitrusts (CRUTs) – Discuss general charitable planning structures and considerations for income, legacy and philanthropic goals.

Reserve Your Seat

Cooper’s Hawk Winery & Restaurant
11905 Tamiami Trail N, Naples, FL 34110

March 26 | 12:00 PM
12:00 PM – Drinks & Hors d’oeuvres
12:30 PM – Program
Lunch to follow workshop

REGISTER

A senior couple walking hand-in-hand on the beach