Estate Planning Is Important Now More Than Ever
With changing tax laws, market volatility, and future uncertainty, families should consider an estate plan now, not later.
GETTING STARTED IS SIMPLE AND EASY
Start Your Estate Plan in Just 3 Simple Steps
1. Learn About eStatePlan™
Schedule a consultation with one of our advisors to learn how our plan is different than others you may have heard about.
2. Sign Up & Activate
Once you see the difference, we are confident you will choose our program. After signing up, the process can be completed in as little as 2 weeks.
3. Sleep Peacefully
No more sleepless nights, worrying that your estate is in disarray. We like to think of our eStatePlan™ as sleep insurance.
WHY USE OUR PLATFORM AND SERVICES?
eStatePlan™
Our online platform allows you to make changes to your Estate Plan at any time, day or night. Some of the features of this proprietary platform include:
Revocable Living Trust
Last Will & Testament
Attorney Advice
Document Storage
File Storage
Medical Directives
HIPAA Compliant Healthcare Power of Attorney
Financial Power of Attorney
Annual Reviews
An All-Inclusive, Comprehensive Estate Plan
At Advisor Group Florida, we look at your entire estate, including legal, tax, and financial. We want to make sure you are taken care of in every aspect of your life.
Imagine This Very Real Scenario:
You go to your cardiologist, and he puts you on a particular medication. A few weeks later you visit your pulmonologist, and she tells you to get off of that medication, saying it could kill you. Then a few weeks after that, you return to your cardiologist, who tells you if you don’t get back on the medication he put you on, it will kill you.
Wouldn’t it be great if these two doctors could just get in the same room and figure this out for you once and for all?
The Same Scenario Applies To Your Estate.
We see it all too often where a person asks his or her tax preparer a question about finances, and they are told to go talk to their financial advisor. That advisor says he can’t give tax advice, so they need to go back to the tax preparer. And the estate attorney can’t answer tax or financial questions either. Wouldn’t it be great if all 3 of those people could get together and talk to each other?
This Is Where Our 3-Pronged Approach Comes In...
our 3-pronged approach to estate planning
1 - Legal Setup & Review
3 - Annual Financial Reviews
1 - Legal Setup & Review
Our advisors and attorneys guide you along the way to make sure your estate is planned and executed just the way you want.
2 - Tax Mitigation
3 - Annual Financial Reviews
1 - Legal Setup & Review
Why pay voluntary taxes? Our in-house specialists review your current situation and how you could benefit from the tax law. Ultimately we’d like to see you divorce the IRS and pass your money to your heirs TAX FREE.
3 - Annual Financial Reviews
3 - Annual Financial Reviews
3 - Annual Financial Reviews
We know things change. Your estate plan needs to be kept up to date. We reach out annually to make sure your plan incorporates all of those changes, and is done so in the most efficient way possible.