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(850) 916-1000
Call now
(850) 916-1000

Wealth Preservation

PROTECTION OF A FAMLY'S ASSETS COUPLED WITH A WELL DEVISED ASSET TRANSFER PLAN CAN MAXIMIZE GENERATION TO GENERATION BENEFIT. FAILURE TO TAKE SIMPLE STEPS OR IF REQUIRED, MORE COMPLEX ESTATE PLANS CAN HAVE SUBSTANTIALLY DIFFERENCT OUTCOMES.  OUTCOMES EFFECTING BOTH THE PROTECTION OF ONE'S ASSETS OR THE PASSING TO THE NEXT GENERATION.

CONTACT US TO DUSCUSS FURTHER SOME OF THE QUESTIONS YOU SHOULD BE ASKING.

HOMESTEAD PLANNING*

QUIALIFIED RETIREMENT PLANNING*

INHERITED IRAS*

IRA SPOUSAL ROLLOVER*

OR CLAIMING INDEPENDENT  LIFE EXPECTANCY?


TRUST OR TITLING?

A PROACTIVE ASSET TRANSITION PLAN CALLS FOR PROACTIVE CONTEMPLATION.

IN GOOD TIMES ANTICIPATE UNCERTAIN FUTURES TO BETTER WEATHER FINANCIAL STORMS.

IN  DIFFICULT TIMES FORECLOSURE DEFENSE PROVIDES FOR A REASONABLE DEBT WORKOUT PROCESS THAT MAY RESULT IN A POSITION OF NO PERSONAL DEBT OR SHORT SALE LIABILITY.  TAX OUTCOME OF DEBT FORGIVENESS DEPENDENT ON PROPERTY TYPE AND TAXPAYER INDIVIDUAL FINANCIAL POSITION.

BUSINESS TRANSITION AND INSTALLMENT SALES SUCESS ARE HIGHLY DEPENDENT ON THOUGHTFUL CONSIDERATION AND EXPERIENCE OF PROPER SECURITIZATION OF SELLER FINANCING IF APPLICABLE.

QTIP TRUSTS.

ELECTIVE SHARE TRUSTS

ENHANCED LIFE ESTATE DEEDS.

DURABLE POWER OF ATTORNEYS.