Trust, but Verify: Safeguarding Your Legacy from Trustee Missteps & Fraud.

Your goals. Your legacy. Your plan.
How to ensure your wishes are honored.

Recent high-profile estate disputes—including the ongoing Jimmy Buffett case—have revealed an uncomfortable truth: wealth alone does not protect women from trustee mismanagement or financial abuse.

For women who have thoughtfully built lives, families, and financial legacies, estate planning is not just about documents—it’s about vigilance. High-net-worth women are statistically more vulnerable to financial exploitation, particularly during periods of transition such as widowhood, illness, or aging.

This conversation is designed to empower you with the insight needed to protect yourself, your family, and your intentions.

This is not about fear—it’s about foresight. An informed woman is far harder to take advantage of. Join us for a timely, practical discussion that equips you to safeguard your legacy with clarity, confidence, and control.

Men are welcome, as this information in beneficial to everyone who would like to be better prepared for when the inevitable happens.

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(561) 388-4757