The world where Last Will & Testaments, Living Trusts and Durable Power of Attorneys dwell can be very complex and confusing. Even though we know this is an area that needs to be addressed, we tend to put these matters off. The sad fact is that many people leave this life without making adequate preparations for the smooth transfer of their estate to those people and organizations that they love. This leaves their life’s work wide open to be taxed, exploited, and squandered.
However, Hospice of the Comforter can help! Our free estate planning services are
available to anyone in our community.
Hospice of the Comforter is committed to aiding not only those facing the end of life, but those preparing for it as well.
Steps to Take
The process is quite simple. First, contact our Planned Giving Counselor, Steve Cecchetti, CDP, at 407-682-0808, ext. 305, or stevececchetti@hospiceofthecomforter.org, to arrange an hour-long meeting
at our office or in your home,
whichever is most convenient.
When you meet Steve, he will ask you
questions that concern what you own, how
you own it, and to whom you want it to go. He will discuss various ways you
can accomplish your goals, and provide you with the information you need to consider before making many of these important
decisions. Please know that all the information you share with Steve is strictly confidential.
Steve will help you form an estate plan
summary to take to your attorney. After your
Will or Living Trust has been signed, you will have a document that reduces or eliminates Federal Estate Taxes and probate fees,
provides for a smooth transition of your
estate to those you wish to remember
and gives you the peace of mind that
you have accomplished your goals.
If you need assistance finding an attorney
that specializes in estate planning, please
let Steve know. He can help you find an
attorney or firm close to your home.
Upcoming Events
Organizing Your Estate for Your Heirs
Description: Each session will be hosted by a professional in a different field of expertise, including a lawyer to speak on wills and Durable Power of Attorney, a financial planner, a tax expert, an insurance professional and HOTC's Planned Giving Coordinator. Each session will have a Q & A segment.
Date: Thursdays, September 20 & 27 and October 4 and 11
Time: 1:00 - 2:00 p.m.
Location: Hospice of the Comforter, 480 W. Central Pkwy., Altamonte Springs, 32714
Cost: Free and open to the public
Call 407-682-0808, ext. 305, to register.
Harvesting the Wisdom of Your Life: Creating an Ethical Will
Description: Your Last Will & Testament or Living Trust make sure that your property is distributed according to your wishes, but your legacy involves much more than your material assets. An Ethical Will conveys the values you lived by through the stories of your life. By reconnecting with the past, seeing the best of successes and failures, recording achievements, dreams, goals and wishes, you can gain great insight and a sense of pride and strength. In this workshop, we will experiment with several ways of recalling the past and telling our stories. This process is a precious gift for the younger generations of our families and an empowering journey for each of us.
Date: Mondays, September 10, 17 & 24 (This is a 3-part series)
Time: 7:00 p.m. - 8:30 p.m.
Location: Winter Park Public Library, 460 E. New England Ave., Winter Park, FL, 32789
Cost: Free
Call 407-623-3300 to register.
OR
Date: Friday, September 21
Time: 9:30 a.m. – 12:30 p.m.
Location: Hospice of the Comforter, 480 W. Central Pkwy., Altamonte Springs, FL 32714
Cost: Free.
Call 407-379-0185 to register.
Hospice of the Comforter's Planned Giving Counselor
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Hospice of the Comforter’s Planned Giving Counselor, Steve Cecchetti, CDP, will help you with the estate planning process. Steve does not replace your attorney, but rather helps
you prepare to visit one. He will ask you all the questions an
attorney would normally ask. He then prepares your information in a typed summary that you can take to an attorney to have your |
| |
Will or Living Trust written. This will save you both time and money with the attorney and there is never a charge to you for this service.
To reach Steve Cecchetti, please call
407-682-0808, ext. 305, or email him at stevececchetti@hospiceofthecomforter.org. |
COPY OF THE OFFICIAL REGISTRATION AND FINANCIAL INFORMATION FOR ORGANIZATION #CH2236 IS AVAILABLE FROM THE DEPARTMENT OF CONSUMER SERVICES BY CALLING
TOLL-FREE WITHIN THE STATE. 1-800-435-7352. REGISTRATION DOES NOT IMPLY
ENDORSEMENT, APPROVAL, OR RECOMMENDATION BY THE STATE.
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