SECURE Workup – Florida Estate Planning

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Name	Relationship	Age	State of Residence	Marginal Income Tax Rate	Distribution Percentage	Primary or Contingent?

Name	Relationship	Age	State of Residence	Marginal Income Tax Rate	Distribution Percentage	Primary or Contingent?

Name	Relationship	Age	State of Residence	Marginal Income Tax Rate	Distribution Percentage	Primary or Contingent?

Name	Relationship	Age	State of Residence	Marginal Income Tax Rate	Distribution Percentage	Primary or Contingent?

Name	Relationship	Age	State of Residence	Marginal Income Tax Rate	Distribution Percentage	Primary or Contingent?

SECURE Act Workup Questionnaire

Step 1 of 11

Please complete the following form in full. After completion, a member of our team will be in touch to schedule a time with you to review your workup.

SECURE Act Workup Questionnaire

Step 1 of 11

Please complete the following form in full. After completion, a member of our team will be in touch to schedule a time with you to review your workup.

Call: 239-334-1141Email: info@floridaestateplanning.com9100 College Pointe Court Fort Myers, FL 33919Naples and Sanibel by AppointmentClick Here for Directions & Parking

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