05/19/2026
It was a great day for presenting some estate planning basics at the Council on Aging of St. Lucie, Inc. today with Florida Rural Legal Services, Inc.!
We spent some time discussing what an estate plan really is- including all the lifetime benefits such as having a named healthcare surrogate, a living will, and a durable power of attorney in place.
We also chatted about the “typical” after-death parts of estate planning including what probate actually is and the differences between wills and trusts.
We rounded out the conversation with some myths I hear often in my field including the most frequent, “I have a will, so my estate isn’t going through probate.”
Finally, Agnes Lambert and I discussed the legal resources accessible through organizations like Florida Rural Legal Services for those that qualify.
I absolutely loved partnering with our local legal aid and meeting the amazing attendees at the Council on Aging!
Thank you so much for hosting me!