Free Webinar

Are Your Affairs In Order?

Marc Catona of Protect & Preserve, inc. invites you to come learn about...

  • The advantages and disadvantages of Wills and Living Trusts.

  • How Probate Court works and why you may want to avoid it for your family.

  • How Powers of Attorney work and don’t work. (Some may not be valid if you are disabled or pass away.)

  • Protecting your heirs’ inheritance from lawsuits, divorce and spend-thrifts.

  • Why putting property in your children’s names may be a mistake.

  • How the new SECURE Act affects your trust and/or retirement accounts.

  • Best Practices for naming retirement account and Life Insurance beneficiaries.

  • Marc Catona

    Webinar Host

  • Lisa Camacho

    Webinar Host

  • Ciara Lister

    Webinar Host

  • Jennifer Surmacz

    Webinar Host

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