Get a Free Book: Estate Planning for Florida Residents, 2021

For a limited time, we are offering free copies of our book, Estate Planning for Florida Residents.  This 27-page book is beautifully soft-bound and the information has been thoroughly updated for 2021.

The book contains valuable information on estate and tax planning, including:

  • Establishing Residency in Florida
  • Living Will Declaration
  • Designation of Health Care Surrogate
  • Durable Power of Attorney
  • Declaration of Preneed Guardian
  • Last Will and Testament
  • Revocable Living Trust
  • Planning for Nursing Home Care
  • Estate and Gift Taxes
  • The Unified Credit
  • Testamentary Credit Shelter Trusts
  • Marital Deduction Trusts
  • Portability of a Deceased Spouse’s Unused Federal Estate Tax Exclusion Amount
  • Making Lifetime Gifts
  • Irrevocable Trusts
  • Charitable Trusts
  • Generation-Skipping Transfer Tax Planning
  • Legal Entities in Estate Planning
  • Asset Protection and Preservation

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    Request your free copy today!

    This free offer is limited to requests shipping to Florida addresses only.