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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
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      Florida Estate Planning

      Family on the beach
      The Florida Estate Planning Guide
      Updating Your Trust
      Updating Your Trust
      Florida Residency & Estate Planning
      Florida Residency & Estate Planning
      5 Reasons to Update Your Estate Plan
      5 Reasons to Update Your Estate Plan

      GOALS & RESPONSIBILITIES

      Choosing Your Healthcare Surrogate
      Choosing Your Healthcare Surrogate
      FAQ's about Power of Attorney
      FAQ’s about Power of Attorney
      Trust Protection
      Trust Protection
      Trusts During Disability
      Trusts During Disability
      Family Drive & Ambition
      Family Drive & Ambition
      Issues with Blended Families
      Issues with Blended Families
      Durable Powers of Attorney
      Durable Powers of Attorney
      When is an Irrevocable Trust Revocable
      When is an Irrevocable Trust Revocable?
      Employing a Corporate Trustee
      Employing a Corporate Trustee

      ASSET ALIGNMENT

      Trust Asset Alignment
      Trust Asset Alignment
      Issues with IRA and 401(k) in Estate Planning
      Issues with IRA and 401(k) in Estate Planning

      TAXES

      Estate Tax Breaks
      Estate Tax Breaks
      Capital Gains Tax
      Capital Gains Taxes
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      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.

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