THE FLORIDA ESTATE PLANNING GUIDE

IS YOUR ESTATE PLAN UP-TO-DATE AND FLORIDA COMPLIANT?

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Is your estate plan up-to-date and Florida-compliant?

If your plan wasn't created in Florida or updated recently, you'll most likely answer no!

Recall the entire point of having a Revocable Living Trust based plan is to maintain CONTROL over your assets while you're alive, PROTECTION for you and your loved ones in times of incapacity or uncertainty, and having the PEACE OF MIND knowing everything goes where you want when you pass.

Ensuring your plan is up-to-date for when you need it most is often overlooked. This book discusses these points and more:

Chapter One – Discusses the advantages of Florida residency & why updating to Florida law is important

Chapters Two and Three – Address what impact your former state of residence could have on your plan, including escaping taxes and having valid documents

Chapters Four through Seven – Tackle the various types of documents & plans, best suited to your unique situation, we can discuss and put into place 

Chapter Eight through Ten – Deal with the strategies for developing your plan and keeping it up-to-date with changes in the law, family situation and more

Estate planning can seem complicated.  But it doesn't have to be!

Make sure your plan updated and ready for you!
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