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Why is Estate Planning Important?

It's how you protect your family during life's most difficult moments. An estate plan enables you to name a guardian to care for your child, decide who will manage the money and property you leave for your child, and specify the age your child will receive the money and property. Your estate plan can also help protect your assets from creditors, including the IRS.

It's your plan for your family through life's most difficult moments. It is where you get to speak to your family, giving them directions for what you want for them and yourself, using a series of documents you prepared for them.

Make Your Home Inheritable

The family home is often the most valuable asset in an estate plan... and can also be the trickiest part because of Florida's Homestead laws which place some limits intended to protect the family. Like many laws, Homestead limitations are well-intended but can frustrate your estate plan if the rules are not property understood. We can help you navigate these rules to make sure your estate plan works the way you want it to.

Your estate plan is more than just a set of documents...

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DEDICATED TO PROTECTING YOUR ESTATE

WE ENSURE TO TAKE CARE OF YOUR PROPERTY AND ASSETS