Skip to content
Sheppard Law FirmSheppard Law Firm

    • 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
      Asset Alignment, Podcasts

      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: Android | RSS

      Categories
      • Asset Alignment
        • Articles
        • Podcasts
        • Videos
      • Estate Planning
        • Articles
        • Podcasts
        • Videos
      • Global Thinking
      • Goals & Responsibilities
        • Articles
        • Podcasts
        • Videos
      • Plan Maintenance & Client Care
        • Articles
        • Podcasts
        • Videos
      • Taxes
        • Articles
        • Podcasts
        • Videos
      How can we help?
      Blog Archive
      • October 2020
      • July 2020
      • June 2020
      • May 2020
      • April 2020
      • September 2018
      • August 2018
      • July 2018
      • June 2018
      • May 2018
      • March 2018
      • February 2018
      • January 2018
      • December 2017
      • November 2017
      • September 2017
      • August 2017
      • July 2017
      • May 2017
      • April 2017
      • March 2017
      • February 2017
      • January 2017
      • December 2016
      • November 2016
      • October 2016
      • September 2016
      • August 2016
      • July 2016
      • June 2016
      • May 2016
      • April 2016
      Florida Estate Planning Guide

      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 2020 © Sheppard Law Firm  |  9100 College Pointe Court, Fort Myers, FL 33919

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