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Financial Legacy Review

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(561)998-2362

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.

estate planning process

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.

Estate Planning

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.

Wealth Management

Take advantage of all of the available strategies to secure your wealth and ensure ongoing financial stability for your family.

Asset Protection

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.

Estate Planning Made Easier

Although it is true that better information will lead to better choices, we also want the estate planning process to be as stress-free as possible for you and your family. You don’t need to go digging through dusty attic boxes to find old legal documents and insurance policies prior to our first meeting. Instead, we advise you to consider a few simple things before we meet:

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The Who

It may seem obvious, but it’s important to reflect on the relationships you have with your family and others who are close to you (or those who aren’t!). Beyond your direct nuclear family or close extended family members, consider other important people and organizations in your life. Perhaps there are schools, charities, or religious institutions that are essential to you. Maybe you have pets that you love and want to ensure are cared for. Once you have a list, we can work with you to enact a plan for distributing your assets to those you deem deserving.

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The What

In assessing your wealth, you can likely point to your insurance policies, stocks, bonds, and real estate. But you also ought to consider the nature of your wealth. Are your assets in your name only? If not, who else is attached to them? If you are a business owner, do you have partners or investors? How assets are titled affects how they will transfer and to whom. We can help you consider all aspects of your wealth and financial legacy and draft the appropriate documents to ensure that you, your investments, and your family are protected.

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The When and How

Once you have identified who and what you want to protect, you can think about how you would like your assets to be distributed and when. The options are many in this regard and we can work together to draft a comprehensive estate and tax plan that conforms to your wishes and builds a legal fortress around your property and assets.

Do you prefer an outright distribution? Would you prefer assets be placed in a trust? What type of trust? Should the distribution wait until after your death or do you want to put assets aside right now? We will run through all of these questions and scenarios to get a clear picture of how you want your estate managed and property distributed.

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.