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Is Your Estate Plan Up-To-Date and Florida Compliant?

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Is your estate plan Florida ready? If your estate plan wasn’t created in Florida or hasn’t been updated recently, the answer is likely no!
The purpose of a Revocable Living Trust-based plan is simple yet critical:- Control your assets during your lifetime.
- Protect yourself and your loved ones in times of uncertainty or incapacity.
- Gain peace of mind knowing your wishes will be honored after you’re gone.
- Benefits of Florida Residency: Discover why aligning your plan with Florida law is crucial.
- Impacts of Your Former State: Avoid potential tax issues and ensure your documents remain valid.
- Customizing Your Plan: Explore different types of estate planning strategies tailored to your unique needs.
- Staying Up-to-Date: Learn how to adapt your plan to changes in the law, your family, or your circumstances.
Your Path to a Secure and Tailored Estate Plan
Our 7-Step Estate Planning Process
- Client Organizer: Share your current situation and goals through our confidential organizer, which sets the foundation for your personalized plan.
- Goals & Responsibility Conversation: Identify your priorities, discuss decision-makers, and plan for the responsibilities of carrying out your wishes.
- Design: Create a custom will or trust package tailored to your family, finances, and goals with a clear, upfront fee.
- Document Builder: Review easy-to-understand drafts, flowcharts, and summaries, ensuring all your questions are answered.
- Advisor Coordinator: Collaborate with your trusted attorney, CPA, or financial advisor to ensure transparency and clarity.
- Asset Alignment: Properly align assets like property, accounts, and insurance with your estate plan to ensure everything works as intended.
- Client Care Program: Stay up-to-date with changes in law, taxes, or your personal situation, including ongoing support for asset alignment.
IS YOUR ESTATE PLAN UP-TO-DATE AND FLORIDA COMPLIANT?

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