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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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      VIDEOS

      Florida Estate Planning

      2020 Year End Presentation
      2020 Year End Webinar: Planning for a Biden Administration Tax Plan
      Living in a Digital World
      Living in a Digital World
      A Primer on Irrevocable Trusts
      A Primer on Irrevocable Trusts
      True Wealth vs. False Wealth
      True Wealth vs. False Wealth
      Memory Loss
      Memory Loss
      ABC's of Estate Planning
      The ABCs of Estate Planning
      Tales from the Trenches
      Estate Planning Tales from the Trenches
      Leaving an Ethical Will
      Leaving an Ethical Will
      12 Myths & Mistakes
      12 Myths & Mistakes
      Trusts: Revocable v Irrevocable
      Revocable vs. Irrevocable Trusts
      Revocable Living Trusts
      Revocable Living Trusts
      Pour-Over Wills
      Pour-Over Wills
      Is Your Plan Florida-Compliant?
      Is Your Plan Up-to-Date
      Is Your Plan Up-to-Date?

      GOALS & RESPONSIBILITIES

      The Responsibility Conversation
      The Responsibility Conversation
      Protecting Your Inheritance
      Protecting Your Inheritance
      What Our Adult Children Need to Know
      What Your Adult Children Need to KNow About Your Estate Plan
      Making Relationships Work
      Making Relationships Work
      During Your Incapacity
      Who Does What During Your Incapacity?
      Protection During Incapacity
      Protection During Your Incapacity
      Addressing Blended Families
      Blended Families
      Maintaining Drive & Ambition
      Maintaining Beneficiary Drive & Ambition
      Protection for Your Beneficiaries
      Protection for Your Beneficiaries
      Who Makes Decisions for You
      Who Makes Decisions for You?

      ASSET ALIGNMENT

      Does Your Plan Avoid Probate
      Does Your Plan Avoid Probate?

      TAXES

      2020 Year End Presentation
      2020 Year End Webinar: Planning for a Biden Administration Tax Plan
      Protecting Your Net Worth
      Protecting Your Net Worth
      The Perils of Joint Accounts
      The Perils of Joint Accounts
      Step-Up In Tax-Cost Basis
      Step-Up in Tax Cost Basis
      Does Your Plan Minimize Taxes
      Does Your Plan Minimize Taxes?
      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.

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      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.

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