Legacy Services in Coconut Creek, FL

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Legacy Planning and Services

Effective estate and legacy planning involves much more than having a last will and testament.
Without a plan, your assets could end up getting tied up in the probate process. As a result, your family could be burdened with the unnecessary stress and legal fees of having to hire a probate lawyer during what will already be a difficult time.
A very basic estate plan includes having a will, a living trust, and some form of power of attorney in place for making financial and/or healthcare decisions. The cost of getting these basic elements in place is affordable, and the peace of mind they provide can be priceless.

Leaving a Legacy

Our clients have learned the secret of leveraging time in order to leave more substantial gifts to their heirs. In many cases, these gifts can transfer tax-free. As a result, our clients will carve out assets earmarked for gifting, leaving the balance to maintain their desired standard of living.

Our Services

Get Your Retirement Planning Questions Answered

We Are Here to Help

Schedule a complimentary 15-minute call with one of our advisors.

You can also call us directly at (954) 281-5292