Knowing what documents you need and what they do is confusing. We'll explain it all to you and help you decide the answers to questions like: 1 If you're unable to make healthcare, financial or legal decisions for yourself while alive, who will make them for you? Having professionals that are truly invested in and care about you, your family, your assets and legacy, will make an astonishing difference in the success of any plan you create.
Who has your best interests at heart as their priority? Have you felt a personal touch and level of care and concern as though family were helping you? You will with us. We'll embrace you from the start, like family. We'll discuss your life plan, and make sure your estate plan is in sync, while always being here for you.
Who has your best interests at heart as their priority? Have you felt a personal touch and level of care and concern as though family were helping you? You will with us. We'll embrace you from the start, like family. We'll discuss your life plan, and make sure your estate plan is in sync, while always being here for you.
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For those who are looking for financial advice, we realize the available options are many and deciding who to work with is a challenging problem. Listed below are our Company Values which we hope will give you a better understanding of how we operate. People Matter - We believe that each person is innately valuable and worthy of respect and honor.
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Our mission is to serve individuals and couples in all areas of retirement planning. We provide customized financial strategies to help you achieve long-term goals and enjoy a more secure retirement. A reliable strategy can help keep your family's future protected. Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death.
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The information and opinions expressed herein are obtained from sources believed to be reliable; however, no representation is made as to, and no responsibility or liability is accepted for, the accuracy or completeness of the information. The information is provided as general information and is not intended to be specific financial guidance.
Estate Planning
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Many people ask, "Just what is an estate, and what is there to plan?" The best and easiest way I've found of explaining it, is that it is all about maintaining control of your wishes and stuff. Making smart decisions with your assets in anticipation of, or during the reality of, retirement is essential, but it is only a piece of the estate planning process.
Probate and Estate Administration
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Probate is perhaps one of the most misunderstood topics I get asked questions about. And for good reason; it's confusing. Probate is a process that must be gone through after someone dies. The Florida Bar Consumer Pamphlet: Probate In Florida, has a good explanation of probate.
They state that probate is a court-supervised process for identifying and gathering the assets of a deceased person (decedent), paying the decedent's debts, and distributing the decedent's assets to his or her beneficiaries.
They state that probate is a court-supervised process for identifying and gathering the assets of a deceased person (decedent), paying the decedent's debts, and distributing the decedent's assets to his or her beneficiaries.
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