Helping Protect Your Estate Assets and Avoid Unintended Consequences 

Estate Planning Webinar 

No Charge. Informational Only. Nothing will be sold. 

Estate Planning Webinar - Fort Myers, FL

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NO CHARGE TO ATTEND

Eastern Time Zone

October

20

Tuesday

OR

10:00 AM - 11:00 AM

October

22

Thursday

12:00 PM - 1:00 PM

Attend this webinar and learn about:

  • How to control who gets what, when and how

  • How to avoid probate

  • How to calculate the value of your estate

  • Essential documents everyone should have

  • The difference between a will and a trust

  • Long term care planning

  • Strategies that could help reduce taxes

  • How to finalize your last wishes

  • How to protect your assets

  • Estate taxes and gifting to children

  • The SECURE Act

Now more than ever, it is vital to have a plan in place that will protect your assets, provide for your family, and spare them the burden of unnecessary taxes, expenses, and delays. It is important to focus your time and effort both on the preservation and distribution of your assets. This will allow you to accomplish your personal and family goals.

 

Join us for an educational webinar on Tuesday, October 20th from 10:00 AM - 11:00 AM EST or Thursday, October 22nd from 12:00 PM - 1:00 PM EST where we’ll focus on sound estate planning strategies that could help preserve more of your wealth for your heirs and charitable causes.

 

Why you should attend this webinar:

Featured Speaker

Joshua O. Dorcey

Attorney Joshua O. Dorcey founded the Dorcey Law Firm in 2007, and is the firm’s Managing Partner. He graduated from Samford University with a degree in Business Administration and a minor in Communication Studies. Mr. Dorcey received his Juris Doctorate from Liberty University School of Law with a focus on Estate Planning and Transactional Services and received the award for the top transactional student in the school. He is licensed to practice law in both Florida and Alabama and has helped thousands of families establish and maintain their personal estate plan. Prior to opening the firm he worked at the premier real estate and business litigation firm in Fort Myers. Josh’s family homesteaded in southwest Florida in 1913 and he is the 4th generation of his family living in Lee County. Mr. Dorcey’s vision for The Dorcey Law Firm, PLC is for the firm to be transformational and process driven with a focus on going over and above the industry standard when taking care of our clients, their families and their businesses.

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If you are in need of a sign language interpreter, please contact us by calling 844-567-7760. We will do our best to accommodate your request, however, 3-5 business days are typically needed to secure an interpreter. If we are unable to schedule an interpreter for the event, we will notify you via e-mail. 

This presentation is strictly informational. No investments will be promoted. However, the Attorney or Financial Professional presenting may invite you to a follow-up consultation where financial products may be presented or offered. The information presented at this seminar is intended for general purposes only and does not constitute legal advice. You should contact your attorney to obtain advice with respect to any particular legal matter. Neither Estate Planning 567 nor the Attorney or Financial Professional presenting this seminar are affiliated with the Social Security Administration or any other governmental organization. Privacy Policy.