Broker Check
07 May
The GreaterThan Estate & Legacy Briefing - May 7th

Description

You’ve spent your whole life building something worth protecting. Don’t leave a mess for the people you love.

Without a plan, the state of Florida makes every decision for you — who gets what, who’s in charge, and how much goes to lawyers before your family sees a penny. None of it is what you would have chosen.

In this 25-minute educational briefing, W. Dean Burdette, Founder of Prudent Financial Services, walks you through the decisions that determine whether your legacy goes where you intend — or where the state decides:

• What Florida does with your assets, your home, and your family if you don’t tell them — and why the document most people rely on doesn’t protect them from it
• The question about trusts that almost everyone gets wrong — and why the answer has nothing to do with how much money you have
• A rule that changed in 2020 that could quietly cost your children six figures on the money you intend to leave them
• The one document that protects you while you’re still alive — and the story of what happened to a family who didn’t have it

The briefing is free. What it costs your family if you skip it is not.

Reserve your seat now.

Date and Time

Thu, May 07, 2026

6:30p - 7:30p EST

Location

Online - Webinar

Note

Limited to 100 seats

PT1H

Event Registration

Will you be able to attend this event?