Bite-Sized Bits of Knowledge

Reasons people fail to plan; strengthening docs; important promotions

It’s better to plan than not plan. It’s better to have a thoughtful and strategic plan than just a plain vanilla one or do-it-yourself version. The difference can be consequential, financially and emotionally. People fail to plan for many reasons, which we discuss here. It’s unfortunate, but we spend a lot of our time and attention cleaning up problems and messes that could have and should have been avoided. One thing is for sure: if the disabled and deceased people were able to see the trail of destruction experienced by their families, and they were given a genie to do a control ‘z’ undo, redo, or mulligan, they’d definitely have invested in a plan instead.

Protect your family, assets and business, and gain the peace of mind of knowing you’re prepared and in control. You may feel apprehensive about estate planning, but it doesn’t have to be this way. We’ll help you achieve your estate planning goals and ensure you feel accomplished and confident. With our 4-step unique proven process, leaving a legacy you can be proud of is easier than you think. The alternative can mean significant taxes, court, costs, conflict (litigation) and a host of unpleasant and destructive surprises. Call us to get started today at 954-228-3369.

Offices in Plantation, Florida and Sound Beach, New York (Long Island).

Advanced Care Directives
Asset Protection
Business Planning
Business Succession Planning
Estate Planning
Probate Administration
Trusts
Trust Administration
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Additional resources

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Knowledge Series

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