The Florida Residency & Estate Planning Guide
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…..
Selecting Your Trustee
Selecting who should serve as your trustee during your incapacity and, ultimately, after your passing is not as simple as you may think. Learn what characteristics to look for when choosing those who will handle the future of your estate….
Asset Alignment and Your Estate Plan
Even if you have the best, most up-to-date estate planning documents consistent with your wishes, your plan will likely fail without proper asset alignment. Understand how important the correct titling of assets, financial accounts and beneficiary designations are to the success of your plan….
Common Cents II
Ever wonder what questions you should ask when you visit with your estate planning attorney, CPA and financial advisor? Gain a behind-the-desk view to real life situations in a series of easily digestible stories….
Legal Matters When a Loved One Dies
Nothing can be more stressful and heartbreaking than the loss of a loved one. Even worse can be the legal and financial matters left behind after their passing. Discover what can be done to ease this transition and secure your financial future.
Free Health Care Documents
During this difficult time we’re here for our community. Everyone should have proper legal documents should they need them. For your free Healthcare Surrogate and Living Will, click below….
Florida Durable Power of Attorney Toolkit
The Ultimate Florida Durable Power of Attorney Guide and Self-Assessment lets Florida residents know and understand what a DPOA is, when it’s used and why it’s THE simple most important document to have up to date and Florida compliant at all times….
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