Skip to content
Sheppard Law FirmSheppard Law Firm
    • Home
    • Estate Planning
    • About
    • Learning Hub
    • Success Stories
    • Contact
    • SCHEDULE A STRATEGY SESSION
    • SCHEDULE A STRATEGY SESSION
        • 9100 College Pointe Court, Fort Myers, FL 33919
        • Email Us
        • 239-224-3441
      Asset Alignment, Asset Alignment Podcasts

      Issues with IRA and 401(k) in Estate Planning

      Issues with IRA and 401(k) in Estate Planning
      https://media.blubrry.com/family_estate_legacy_program/p/content.blubrry.com/family_estate_legacy_program/Retirement_Plan_Legacy_Trust.mp3

      Podcast: Play in new window | Download

      Subscribe: Apple Podcasts | RSS

      rssrss
      Categories
      • Asset Alignment
        • Articles
        • Asset Alignment Podcasts
        • Videos
      • Estate Planning
        • Articles
        • Estate Planning Podcasts
        • Videos
      • Global Thinking
      • Goals & Responsibilities
        • Articles
        • Goals & Responsibilities Podcasts
        • Videos
      • Plan Maintenance & Client Care
        • Articles
        • Client Care Podcasts
        • Videos
      • Taxes
        • Articles
        • Tax Podcasts
        • Videos
      Blog Archive
      How can we help?
      FELP Paperback RENDER

      CLAIM YOUR FREE GUIDE TODAY...

      Becoming a Florida resident is easy, the hard part is escaping your former state’s taxing authorities.

      Discover the advantages to Florida residency and strategies to create your best estate plan.

      This book addresses whether your will, revocable living trust, durable power of attorney, health care surrogate and living will documents from up north remain valid, the important issues you should consider when updating your documents to Florida law, and whether you can achieve tax savings by becoming a Florida resident.

      YES I WANT MY FREE GUIDE!

      This website has been prepared by Sheppard Law Firm for informational purposes only and does not constitute legal advice. The information is not provided in the course of an attorney-client relationship and is not intended to substitute for legal advice from an attorney licensed in your jurisdiction.

      The information contained in this website is provided only as general information, which may or may not reflect the most current legal developments. This website occasionally contains links to other web pages. The inclusion of such links, however, does not constitute referrals or endorsements of the linked entities. Sheppard, Brett, Stewart, Hersch, Kinsey & Hill, P.A. specifically disclaims any responsibility for positions taken by users in their individual cases or for any misunderstanding on the part of users of this website or any linked websites.

      The hiring of a lawyer is an important decision that should not be based solely upon advertisements. Before making your decision ask us to send you free written information about the qualifications and experience of our attorneys. Note that our firm does not intend to treat such correspondence as confidential nor should any confidential information be disclosed through this website. Any information provided through this website could be used in the future against the contributor.

      Copyright 2021 © Sheppard Law Firm  |  9100 College Pointe Court, Fort Myers, FL 33919

      • Home
      • Estate Planning
      • About
      • Learning Hub
      • Success Stories
      • Contact

      • Call:  239-334-1141
        Email:  info@floridaestateplanning.com
        9100 College Pointe Court Fort Myers, FL 33919
        Naples and Sanibel by Appointment
        Click Here for Directions & Parking