Our new Learning Center is now open to our Client Care Members, their friends and their families.
Join us at the Learning Center for Client Care workshops, classes, and other live events!
Sheppard Law Firm Learning Center
1567 Hayley Ln Ste. 205
Fort Myers, FL 33907
Many are reluctant, or even uncomfortable to speak to their loved ones about their estate plan.
In this valuable workshop we review important and relevant talking points.
Learn about a Florida law designed to achieve a full step-up in tax cost basis for married couples at the passing of the first spouse: eliminating capital gains.
Learn how state income tax affects the inheritance you leave your beneficiaries, and what planning
might be accomplished to minimize those taxes.
Secure your legacy and build a comprehensive estate plan
tailored to your unique needs.
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