FLORIDA FAMILIES DESERVE TO KNOW!
IS YOUR LIVING TRUST MISSING ANY OF THESE CRITICAL PIECES?
You’ve worked (hours, years, decades) to give your family a better life. You even made a will or trust in case of emergency.But what if it’s missing something important?
The scary thing is that you won’t know until it’s too late.
Watch this video to find out the 5 commonly missed elements in living trusts- even ones created by other lawyers.
When should an IRA go through a trust?
Can the son-in-law get
your daughter's inheritance?
Should you add your kids to the bank account or house deed?
THINK YOUR TRUST WILL PROTECT YOU WHEN YOU NEED IT THE MOST? THINK AGAIN...
For 100 years, The Sheppard Law Firm has reviewed thousands of trusts written by attorneys. The surprising revelation? A significant number lack these 8 CRITICAL FREATURES.
Even people who believed they’d gone above and beyond by hiring an estate planning attorney discovered their trust was missing key provisions, putting their assets at severe risk.
ACCESS OUR VIDEO WHERE YOU'LL LEARN THE 5 FEATURES CRITICAL TO EACH ESTATE PLAN
SO THAT YOU CAN:
- Protect your children's inheritance if they get divorced
- Ensure your grandchildren will eventually receive your assets
- Solve the capital gains tax problem (essential for homeowners)
- Prevent your bank accounts from being frozen if you become incapacitated
- Keep your trust current without the hourly fee and more…
The Majority Of Individuals Possess Trusts That Offer Incomplete Protection For Themselves, Their Loved Ones, And Their Assets…. Without Their Awareness
YOU DEFINITELY WANT TO MAKE TIME FOR THIS
Since 1984, Sheppard Law Firm has been my “go to” law firm. After 34 years, I can attest to the firm’s reputation on honesty, integrity, confidentiality, reliability, trust, respect, and knowledge. What more could you ask for?
Every step in the undertaking was proactively approached, and communication was prompt nd pleasant. I very honestly can say that my every need or question was resolved or answered quickly. I can’t imagine how they could have been any more attentive.
Honesty, integrity and correct knowledge are necessary in order to provide individuals with meeting the goals and future needs of their personal plan. Sheppard Law Firm also added compassion, concern and empathy while assisting in the formulation of our plan. They were available during good times and bad times.
What a feeling of pride and satisfaction I felt leaving your office yesterday after signing your docs. It seemed like we had taken a course in estate planning. You made it interesting, understandable. I feel competent and happily satisfied. You, and your staff are a joy to work with. We’re looking forward to having your children meet you via internet this summer. Thank you from both of us!!
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9100 College Pointe Court
Fort Myers, FL 33919