The new year is the perfect time to put developing an estate plan at the top of your resolution list. This free, one-hour virtual event features trust and estate attorney Dr. Adam Goldberg, JD, LLM, Ed.D., who will share his expertise about wills, trusts and the benefits of estate planning.

   Did you know that 50% to 60% of Americans don’t have a will?

Everyone will need to distribute their estate to their beneficiaries at some point, no matter your age or amount of wealth. Making a will ensures that your estate, family, finances and causes you are passionate about are handled according to your wishes.

This webinar will provide you with some of the key components necessary to help you take that important first step.

Topics discussed during this webinar include:

  • What is the difference between a will and a trust?
  • How much does the government take from your assets when you pass?
  • What happens to my assets if I become incapacitated, and who will be in charge?     

Dr. Adam Goldberg, JD, LLM, Ed.D., is a tax, probate and estate planning attorney and a partner with the Martindale-Hubbell AV-rated firm of Revis, Hervas & Goldberg. Dr. Goldberg is recognized as a Florida Super Lawyer in Tax and was recently accepted as a Florida Fellow by The American College of Trust and Estate Counsel.

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For More Information Contact:

Legacy & Gift Planning Department

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