Click on any of the areas listed below to learn more about how we can help you achieve your goals.
So whether you have no estate plan, need to have your existing plan reviewed, or haven't updated your plan to account for your Florida assets, give us a call. Let us put our expertise to work for you.
Most people are uncomfortable thinking about how they want their assets taken care of once they are gone. That's natural. However, passing without an estate plan, or with a poorly prepared plan, means the state decides how your assets are distributed. This process, called "intestacy," has a very strict set of default rules which must be followed. So the question is clear: Do you want to decide who gets what, or do you want to let the state sort it out for you?
Some of the Estate Planning services we provide include
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