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Life Changes That Could Warrant Modifying Your Trust or Estate Plan

In your lifetime, you will likely experience several major life changes that could prompt...

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Determining Which Trust To Use in Your Estate Plan

There are many different types of trusts that are possible in an estate plan....

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What Do I Do if I Am Named an Estate Executor?

If you have been named an estate executor in Florida, it is understandable that...

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How To Notify Creditors After a Loved One’s Death

Grieving the loss of a loved one takes up much of your time and...

Estate Planning for CPAs and Financial Advisors
Estate Planning for CPAs and Financial Advisors

Even financial professionals, such as CPAs and financial advisors, could use some help creating...

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How Often Should I Update My Estate Plan?

How often one should update their estate plan is a mystery to many. Our...

How Soon to Update Estate Planning Documents After a Divorce
How Soon to Update Estate Planning Documents After a Divorce

After a divorce, you will want to update your estate planning documents as soon...

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How Do I Incorporate Pets Into My Estate Plan?

For many people, their pet is a beloved companion and a member of their...

Finding the Right Trust for My Estate Wishes
Finding the Right Trust for My Estate Wishes

Picking the right trust for your estate wishes is important. With several options to...

Preparing Your Business to Avoid the Estate Tax
Preparing Your Business to Avoid the Estate Tax

Preparing your business to avoid estate tax can be complicated. There are several considerations...

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Case Consultation

We will meet with you to discuss your next options and lay out  a plan.

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Case Management

Our team guides you throughout the process so you feel confident about your choices.

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