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Financial Legacy Review

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Estate Planning Videos

Below you will find our collection how-to, explainer, and deep-dive videos on key aspects of estate planning law, wills and trusts, and generational wealth management here in Florida. We also invite you to read some of our blog articles on these topics too! We are here to discuss any of the issues you come across in greater detail and to help you get started with or revist your estate plan. Let us know how we can help you!

How Titling of Assets Impacts Your Estate Plan

How Titling of Assets Impacts Your Estate Plan

Very few people give the attention to asset titling that it deserves. And yet, how your assets are titled has huge implications on the transfer of assets to your beneficiaries, the imposition of taxes, and the overall cohesion of your estate plan....

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What Is a Pet Trust & Do I Need One?

What Is a Pet Trust & Do I Need One?

We all love our furry little friends. Pets provide companionship, love, assistance, and joy. In fact, personally, we treat our two dogs just like family. And yet, too few of us take the necessary steps to make sure that our pets will be cared for...

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Your Five Basic Estate Planning Documents

Your Five Basic Estate Planning Documents

If this is your first foray into the estate planning world, it can be difficult to know where to start and what documents are essential to crafting a comprehensive and effective estate plan. While there are certainly a variety of planning options...

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