Florida retirees, a quick question...
IS YOUR ESTATE PLAN
UP-TO-DATE AND FLORIDA COMPLIANT?
GET YOUR COPY OF THE FL ESTATE PLANNING GUIDE HERE
*The Florida Estate Planning Guide retails for $19.99, but we bought it for you! We just ask that you pay your shipping / handling to receive it ($7.99 US, $14.99 intl). Your information is secure and will not be shared.
BUILD A PLAN THAT WORKS FOR YOU:
THE FLORIDA ESTATE PLANNING GUIDE
Is your estate plan up-to-date and Florida-compliant?
If your plan wasn’t created in Florida or updated recently, you’ll most likely answer no!
Recall the entire point of having a Revocable Living Trust based plan is to maintain CONTROL over your assets while you’re alive, PROTECTION for you and your loved ones in times of incapacity or uncertainty, and having the PEACE OF MIND knowing everything goes where you want when you pass.
Ensuring your plan is up-to-date for when you need it most is often overlooked. This book discusses these points and more:
- Discusses the advantages of Florida residency & why updating to Florida law is important.
- Addresses what impact your former state of residence could have on your plan, including escaping taxes and having valid documents.
- Tackles the various types of documents & plans best suited to your unique situation, which we can discuss and put into place.
- Deals with strategies for developing your plan and keeping it up-to-date with changes in the law, family situation, and more.
Estate planning can seem complicated. But it doesn’t have to be!
Make sure your plan is updated and ready for you!
*Florida Estate Planning Guide book is free with a $7.99 shipping & handling charge.
