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      VIDEOS

      Florida Estate Planning

      Legal Matters When a Loved One Dies
      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?
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        Email:  info@floridaestateplanning.com
        9100 College Pointe Court Fort Myers, FL 33919
        Naples and Sanibel by Appointment
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