Taco' Bout Estate Planning
A Free Workshop for Florida Families
Discover How to Protect Your Assets and Provide for Your Loved Ones
Are you ready to begin making decisions that will protect your independence and ability to stay in control if you get sick or need long-term care in the future?
Join us for one of our free educational seminars on May 27th, June 24th, or July 29th to learn all about wills, trusts, and medical directives in Florida, and find out how to take charge of life’s most challenging transitions with holistic estate planning. Stay after the "FL Wills and Trust 101 - What You Need to Know!" seminar for an enlightening session tailored just for you on exploring Medicaid Planning options. This informative session will address crucial Medicaid planning insights, offering invaluable guidance for your future. Don't miss this educational opportunity!-all while enjoying a complimentary lunch or dinner from Harborside restaurant or "Happy Hour" light refreshments at the Courtyard.
This is geared as basic education for those who have not started any estate planning but should also be useful to those who have old or out-of-state plans. ATTENDEES WILL RECEIVE A FREE, PERSONALIZED NO-OBLIGATION INITIAL CONSULTATION, up to 90 minutes, valued at $450.
Who Should Attend This Seminar?
If you don’t currently have a plan in place to protect your family and assets… or if it’s been at least three years since you’ve last looked at your old estate plan.
At this seminar, we will discuss several issues including:
- The advantages and disadvantages of both Wills and Living Trusts
- How Probate works and, more importantly, how you may avoid Probate altogether!
- Maintaining your privacy and protecting yourself and your spouse against guardianship or a “living probate” if one of you becomes disabled
- Planning before you need Long Term Care
- Why putting property in children’s names may be a mistake
- Protecting your children’s inheritance from their future ex-spouses, lawsuits, and other claims
- Preserving your estate for your kids if your surviving spouse gets remarried
- Preserving your estate when you have minor children, divorces and/or a blended family, or special health and welfare concerns
We encourage you to bring your spouse or a friend you feel would benefit from this powerful information.
To R.S.V.P and reserve spots for you and a guest, call Sophia Misayvanh for Seminar Registration at (863) 220-7927.
Attorneys Profile
About Attorney Denise Tessier
Denise Tessier has been a lawyer for over 25 years, admitted in Massachusetts and Connecticut. For many years, Denise served diligently as in-house counsel for large multinationals, international and start-up operations, rising to General Counsel and Compliance Officer roles. She has extensive expertise in highly complex areas such as global insurance and corporate law, regulatory compliance, and dispute resolution. Now residing in Lake Wales, Florida, she has enthusiastically transitioned her practice to passionately educate and serve her new community on how to protect their children, their families, their legacy and wealth. Her continuous goal is to achieve peace of mind for her clients, whether handling elder concerns or crafting solid estate plans.
Education and Associations
Denise is a graduate of Providence College in Providence, Rhode Island, and Western New England University in Springfield, Massachusetts. in addition to the American Academy of Estate Planning Attorneys, she is an active member of many legal and community organizations including the:
- Estate Planning and Real Property Chapter of the Florida Bar Association
- National Academy of Elder Law Lawyers (NAELA), and Academy of Florida Elder Law Attorneys (AFELA)
- American Bar Association, Real Estate, Trust & Estates Section
- Polk County Estate Planning Attorney Bar Association
- Florida Association for Women Lawyers (FAWL) and American Business Women’s Association (ABWA: Lakeland Chapter)
- Denise has a particularly strong desire to enable and promote other women-owned businesses, and is a LGBTQ+ community ally
Life Outside the Office
On a more personal note, Denise is happily married to a former British citizen, and enjoys international travel. She is an amateur painter and supports a wide range of museums, concerts, visual and performing arts. She enjoys pickleball, yoga, golf, and Brittany Spaniels, and volunteers as a Child Guardian Ad Litem for children in the foster care system.
About the American Academy of Estate Planning Attorneys
The Academy is a national organization dedicated to promoting excellence in estate planning by providing its exclusive membership of attorneys with up-to-date research on estate and tax planning, educational materials, and other important resources to empower them to provide superior estate planning services. The Academy expects members to have at least 36 hours of legal education each year specifically in estate, tax, probate and/or elder law subjects. To ensure this goal is met, the Academy provides over 40 hours of continuing legal education each year. Since 1993, the Academy has also been a highly regarded and sought after resource for attorneys and consumers alike, and has been recognized by Consumer Reports, Suze Orman in her book, “9 Steps to Financial Freedom,” and numerous times by Money Magazine.
For more information, or to schedule a consultation, call us at 863-220-7927.