SECURE Act : Things You Must Know

Highlights include:

– How to create a plan to protect your assets
– What estate planning documents are essential
to protect yourself and your family.
– How these uncertain times make it imperative
that you plan ahead.
– The implications of the Secure Act on your estate
and long-term planning goals.

Sumter County

8630 East County Road 466, Suite A
The Villages, FL 32162

Marion County

6035 SW 54th Street, Suite 200
Ocala, FL 34474

Citrus County

547 West Fort Island Trail, Suite H
Crystal River, FL 34429