Free Estate Planning Resources
2021 End of Year Estate & Tax Planning Guide
Recent tax reform proposals could drastically change the tax and estate planning landscape. Wealthy individuals should think seriously about their end-of-year tax and estate planning opportunities.
Digital Asset Catalog
Digital assets include any computer-, internet-, or digital technology–based account. You need a safe way to catalog your digital assets and ensure your family has full access to all of your assets.
The Florida Physician’s Ultimate Asset Protection Checklist
Guidance on creating an asset protection plan that is designed to address the unique challenges of physicians working in solo practices, a group practice, or employed by a hospital or clinic.
The Florida Dentist’s Ultimate Asset Protection Checklist
With action items that address the special concerns of dentists, our 20-point checklist will show you how and why you should create an asset protection plan to protect your financial legacy.
The Florida Veterinarian’s Ultimate Asset Protection Checklist
Learn why and how veterinarians should create a comprehensive asset protection plan. Fortify your personal and practice assets and secure your financial legacy.