Estate Planning Strategy Session

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AN ESTATE PLANNING STRATEGY SESSION INCLUDES:

  • Listening to the details of your estate, your family situation and your goals.
  • discussing the issues and laws related to your unique situation.
  • Presenting an outline of possible strategies to plan your estate, to avoid probate and to simplify matters for your loved ones.

This Strategy Session costs you nothing.  In this 20 minute telephone consultation, you can get the answers you're looking for and a game plan for your estate.

CALL US AT (941) 473-2828 TO SCHEDULE YOUR ESTATE PLANNING STRATEGY SESSION.

 
 

Plan your estate now

with an Online Revocable Trust Package.