Skip to content

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

Estate Planning
About Us
Learning Hub
Success Stories
Contact Us

BOOK YOUR FREE CALL

AA Pod, Podcast

Issues with IRA and 401(k) in Estate Planning

Podcast: Play in new window | Download

Subscribe: Android | RSS

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, Brett, Stewart, Hersch, Kinsey & Hill, P.A. 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 2020 © Sheppard, Brett, Stewart, Hersch, Kinsey & Hill 9100 College Pointe Court, Fort Myers, FL 33919

Estate Planning
About Us
Learning Hub
Success Stories
Contact Us