Estate Planning

No one can escape death and taxes. However, being prepared for that inevitable event make life much better. We want to ensure that:

• ** You assets go to your loved ones and not to the State of Florida
• ** If you become disabled or incapable of making decisions you have somebody who can step in and make decisions for you.
• ** If you have minor children they are taken of by the people you choose and a guardian is not chosen for them by the State.
• ** Your loved one (heirs) don’t end up fighting over your assets.
• ** We will go over many more things at the Family Wealth Planning Session

The Family Wealth Planning Session is not the Initial Free Consultation. It is working meeting which could last as little as 2 hours and as much as 4 hours, and will be held via Video Conference only. We will set this time aside only for you. After the Initial Free Consultation, we will email you forms and a list of documents we will need to review prior to the Family Wealth Planning Session. In order for the meeting to be beneficial and successful we will need these documents at least 3 days prior to our Family Wealth Planning Session.

We ask you to reserve your appointment with a credit card as we will set aside this time especially for you and you only. Because this sessions take a long time, we only have a couple of these scheduled each month. If you don’t show up for your appointment, you have prevented someone else from being able to schedule their Family Wealth Planning Session. If you fail to show up or fail to provide us the documents we have requested at least 3 days before your appointment, we will charge you $750.00 on your credit card. Your card will not be charged unless you are a no-show or you fail to send in the requested documents within 3 days of the meeting.