Join us for Lattes & Legacies, a relaxed morning focused on wills, trusts, and the estate planning basics every family should understand.
Enjoy complimentary coffee and pastries ☕🥐 while learning how an estate plan can help protect your family, your property, and your wishes.
Whether you're a parent, homeowner, business owner, or simply ready to get your affairs in order, this event is designed to give you clear, practical information in a comfortable setting.
Tuesday, October 6, 2026
8:30 AM to 10:30 AM
McKenzie Room
4315 Avalon Blvd, Milton, FL 32583
About This Workshop
Estate planning is not just about what happens after you’re gone.
It is also about making sure the right people can step in if you cannot manage finances, make decisions, or communicate your medical wishes.
What You'll Learn:
- Why having a will may not be enough
- How trusts can help protect your family and assets
- What happens if you become unable to make decisions for yourself
- How to make things easier for your loved ones
- When it may be time to update an existing estate plan
This session is ideal for parents, homeowners, business owners, and anyone who wants to make things easier for their family.
Come with questions. Leave with a clearer understanding of your options. And when you are ready to take the next step, our team can help you move forward.
Tuesday, October 6 at McKenzie Room
Santa Rosa County Chamber of Commerce
4315 Avalon Blvd, Milton, FL 32583
Spots are limited - reserve yours today!
Presented By:
Elizabeth Joiner
Owner & Attorney
Additional Information
This workshop is for informational purposes only and does not constitute legal advice. Attendance does not create an attorney-client relationship.
