THE FLORIDA ESTATE PLANNING
SELF-ASSESSMENT

Is your estate plan up-to-date and Florida-compliant?

If your plan wasn’t created in Florida or updated recently, you’ll most likely answer no!

Recall the entire point of having a Revocable Living Trust based plan is to maintain CONTROL over your assets while you’re alive, PROTECTION for you and your loved ones in times of incapacity or uncertainty, and having the PEACE OF MIND knowing everything goes where you want when you pass.

Ensuring your plan is up-to-date for when you need it most is often overlooked.

Estate planning can seem complicated. But it doesn’t have to be!

Make sure your plan updated and ready for you!