Gain practical strategies for preparing for incapacity and navigating complex estate planning decisions. This session focuses on advance health care directives, revocable living trusts, and key roles in managing care and assets.

Estate planning attorney Michael Sneeringer will share professional insights to help you make informed choices.

Topics Include:

• The importance of advance health care directives and revocable living trusts

• Questions to consider when setting up your plan

• Appointing trustees, guardians, and conservators

• The value of working with a financial professional

Speakers

Sal Di Benedetto
Financial Advisor
Suncoast Investment Services
(239) 497-8103  |  Sal.DiBenedetto@suncoastcreditunion.com

Michael A. Sneeringer
Member
Brennan, Manna & Diamond LLC

Suncoast Investment Services and LPL Financial do not provide legal advice or services. Please consult your legal advisor regarding your specific situation.  Michael A. Sneeringer and Brennan Manna & Diamond, LLC are not affiliated with or endorsed by LPL Financial and Suncoast Investment Services