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SCHEDULE A STRATEGY SESSION
SCHEDULE A STRATEGY SESSION
9100 College Pointe Court, Fort Myers, FL 33919
Email Us
239-224-3441
VIDEOS
Florida Estate Planning
2020 Year End Webinar: Planning for a Biden Administration Tax Plan
Living in a Digital World
A Primer on Irrevocable Trusts
True Wealth vs. False Wealth
Memory Loss
The ABCs of Estate Planning
Estate Planning Tales from the Trenches
Leaving an Ethical Will
12 Myths & Mistakes
Revocable vs. Irrevocable Trusts
Revocable Living Trusts
Pour-Over Wills
Is Your Plan Florida-Compliant?
Is Your Plan Up-to-Date?
GOALS & RESPONSIBILITIES
The Responsibility Conversation
Protecting Your Inheritance
What Your Adult Children Need to Know About Your Estate Plan
Making Relationships Work
Who Does What During Your Incapacity?
Protection During Your Incapacity
Blended Families
Maintaining Beneficiary Drive & Ambition
Protection for Your Beneficiaries
Who Makes Decisions for You?
ASSET ALIGNMENT
Does Your Plan Avoid Probate?
TAXES
2020 Year End Webinar: Planning for a Biden Administration Tax Plan
Protecting Your Net Worth
The Perils of Joint Accounts
Step-Up in Tax Cost Basis
Does Your Plan Minimize Taxes?
Home
Estate Planning
About
Learning Hub
Success Stories
Contact
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
