Essential Estate Planning for a More Secure Future
Join us to discover vital estate planning strategies that help safeguard your family's future, avoid Probate Court's delays and expenses, and help ensure your assets are protected.
Click the button below to reserve your seat(s) today.
We'll Cover Essential Topics:
Discover the Right Estate Planning Tools: Explore the strengths and weaknesses of Wills versus Living Trusts, alongside the critical role of Powers of Attorney in safeguarding your future.
Navigate Probate Court with Ease: Learn strategies to help bypass unnecessary legal hurdles, saving your family time and money.
Safeguard Your Assets: Understand the pitfalls of common estate planning mistakes, including improper asset transfer and protection strategies.
Future-Proof Your Estate: Get ahead and learn how the SECURE Act impacts your estate and retirement planning.
About Your Host(s)
Joao Martins is an experienced estate planning attorney who helps individuals and families make informed decisions about their future. He is passionate about helping families stay out of court and conflict in the event of incapacity or death. In this educational seminar, he’ll break down key estate planning concepts and common mistakes in estate planning. Whether you're new to planning or ready for an update, this is a great place to start.
Our Guest Speaker
Joining us as a guest speaker is John Beck, Esq., LL.M., a partner at Colen & Wagoner, P.A. in Clearwater, Florida. John practices in Estate Planning, Tax, and Corporate and Business Law, with a particular focus on high net worth individuals and complex charitable planning. He holds an LL.M. in Taxation from the University of Florida and is licensed in both Florida and North Carolina.
© 2026, Joao Martins at Epiphany Financial. All rights reserved.
I can offer 250 carriers in 17 states.