Estate Planning Workshops

ESTATE PLANNING WORKSHOPS

A Little Education Makes All The Difference
Learning the fundamentals of estate planning makes the process easier. I offer free basic estate planning workshops as a public service and to help potential clients get started. We will discuss questions such as:

  • How is a trust different from a will?
  • How do I (and should I) avoid probate?
  • Who should be the trustee?
  • What is a special needs trust?

ESTATE PLANNING BASICS workshops are offered monthly on the second Tuesday of each month at 11:00 am. If you would like to attend or wish to schedule a private appointment, please call 786-804-3456.

MEDICAID WORKSHOPS

Medicaid can be very confusing. At my MEDICAID BASICS workshops, we will discuss questions such as:

  • What’s the difference between Medicare and Medicaid?
  • What are the income and asset limits for nursing home Medicaid?
  • Can I keep some assets and qualify for Medicaid?
  • What Medicaid benefits are available if I am living at home?

MEDICAID BASICS workshops are offered monthly, free of charge, on the second Thursday of each month at 11:00 am. If you would like to attend or wish to schedule a private appointment, please call 786-804-3456.

Sheryl J. Manning, PL.
1104 Ponce de Leon Blvd
Coral Gables, Fl 33134
(786) 804-3456 Direct Line
(305) 445-3721 Receptionist

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Alternative Meeting Locations:
  • 9350 S. Dixie Hwy
    Pinecrest FL
  • Your financial advisor's office
  • Your accountant's office