LITE BITES + ESTATE PLANNING
Adulting 101
Family Wealth & Legacy Planning
Why You Need to Be in the Room
Estate planning isn’t just for later. It’s for now.
This session is your chance to make confident decisions
that protect the people and the future you care about.
You'll walk away with:
- Peace of mind knowing your wishes and family are protected
- Tools to avoid common legal and financial pitfalls
- Clarity on what estate planning actually is (and isn’t)
Tuesday, August 12th at the McKenzie Room
Santa Rosa County Chamber of Commerce
4315 Avalon Boulevard, Milton, FL 32583
Presented By:
Elizabeth Joiner
Owner & Attorney
What You’ll Learn During This Session
- How to get started with a plan that works today and adapts with your life
- The best way to protect your assets and your children—without spending a fortune
- What really happens if you don’t have a plan
- Why DIY wills and online forms often fail when you need them most
- How to keep your family out of court and conflict