Our Estate Planning Process
Tailored and Goal-Oriented
No family is the same: Each has its own set of assets, unique interpersonal dynamics, and specific financial goals. So, it makes sense that no estate plan should be same either. Your estate plan should fit you like a well-tailored suit, with it changing to accommodate you, not the other way around.
The critical first step in our planning process is the Financial Legacy Review. This lets us understand your current and future financial goals, update you on complex legal and tax issues, and explore the full range of financial and retirement strategies that are available. Once we know what you want to achieve, we can begin to explore how to achieve those goals through your Financial Legacy Blueprint.
Your Financial Legacy Blueprint
Your ability to direct, protect, and preserve your financial legacy depends on having a comprehensive estate and asset management plan in place. During the Financial Legacy Review we will assess your current and future financial goals by considering these six key areas.
Work with us to create an individualized estate plan that meets your current financial goals and secures your financial legacy as well as your family’s future.
Probate Avoidance Strategies
Take the necessary steps to avoid probate, spare your family stress, and ensure your assets and property are distributed according to your wishes.
Take advantage of all of the available strategies to secure your wealth and ensure ongoing financial stability for your family.
Proactive planning to protect your valuable assets from creditors, lawyers, malpractice claims, foreclosures, or disaffected family members.
Trusts and Asset Distribution
Trusts allow you to designate precisely how and to whom your property and assets are distributed during your life or after your death.
Income and Estate Tax Planning
Properly implented tax mitigation strategies are a critical aspect of any comprehensive plan to protect a financial legacy.
Helping Floridians Plan for the Future
We know the estate planning process is intimidating to most people. But proactive planning is critical to ensuring that your financial legacy is secure and that your family and assets are protected. That’s why we work hard to educate our clients and provide clear compassionate counsel to families on all their estate planning needs. We can help take the fear and frustration out of the process. Call us today at (561)998-2362 or fill out the confidential form below to schedule your free Financial Legacy Review now.