Florida Estate Planning

Recent Episodes

Module 6: Funding Process

Posted January 11, 2017 • 00:08:33

Unlike other firms who hand you a sheet of instructions how to transfer (or “fund”) your assets into your revocable trust, we do it for you. This...

Module 5: Advisor Coordinator

Posted January 11, 2017 • 00:03:46

You may have a trusted attorney, CPA, or financial advisor that you would like involved in this process. We’re happy to do so. Just let us know and...

Module 4: Document Builder

Posted January 11, 2017 • 00:03:34

We will build your documents based upon the Design phase specifications, providing you easy to read and understand flowcharts and summaries. You will...

Module 3: Design

Posted January 11, 2017 • 00:05:08

We will work together to design a will or trust package that meets your needs, given your family and financial situation, and your goals and concerns....

Module 2: Goals & Responsibility Conversation

Posted January 11, 2017 • 00:06:20

As we begin our initial conference, we will ask you what goals are most important to you and what concerns or obstacles may currently stand in the way...