Newsletter February, 2016

SECURITY

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“Estate Planning Check-Up” 1. What is a Health Care Power of Attorney or Health Care Surrogate Designation and what happens if I do not have a written designation in place? 2. What is a LivingWill or Advance Care Directive and what are the potential consequences if I do not have my wishes expressed in writing? 3. What is a durable power of attorney, what do they cover and when are they effective? 4. What assets do my last will and testament govern at my death? 5. Who are my beneficiaries of my retirement plans and life insurance policies and why you should care? 6. Are you confident that you have not listed any minor children to inherit any assets? 7. What is Florida Homestead creditor protection and are you protected? Wednesday, February 17 th at 4:00 p.m. Frenchman’s Creek Security has invited Anne Desormier-Cartwright who will answer all your questions on Estate Planning. Anné Desormier-Cartwright has practiced law for 31 years in Florida. She is the managing partner of Elder and Estate PlanningAttorneys PA and co-owner of SageTitle and Escrow Inc. a full service title and escrow company which covers all of Florida for Real Estate closings. Her law practice estate planning, wills and trusts, estate, probate and trust administration, Medicaid Planning, Veterans pension benefits planning, Special Needs Trust planning, and probate and

trust litigation, Real Estate law, including landlord tenant leasepreparation, evictions, securitydeposits, property management law and civil litigation involving real estate, landlord tenant disputes and title issues. She also served as an assistant county attorney for Palm Beach County Attorney’s Office. She graduated from Boston University School of Law and Penn State with High Distinction.

Newsletter                9              February 2016