Florida Estate Planning
Legacy • Control • Optimized
A Legacy Planning Session is not a consultation and it is not a document discussion. It is a strategic assessment meeting.
Prior to the session, you will complete a detailed questionnaire covering your assets, ownership structures, family dynamics, decision-makers, risks, and planning goals. This preparation allows the session to focus on evaluating exposure, alignment, and priorities — not gathering basic information — so we can identify what requires attention and what must be addressed before any planning is implemented.
Because of the level of preparation involved, this meeting is most valuable when you have clarity around what you own and are ready to approach planning intentionally.
This is the right time to schedule if:
- You have a clear picture of your assets, ownership, and obligations
- You’re prepared to take planning seriously and implement it properly
- You want legal guidance before making major decisions that affect your family or wealth
This is not the right time to schedule if:
You are in the middle of acquiring property or opening a new business
Your asset picture is actively changing or uncertain
You are primarily looking for documents or a quick trust setup
Planning is most effective when strategy and assessment happen before execution. When planning is rushed or done mid-transaction, mistakes occur. Misaligned ownership, tax consequences, gaps in control, and unnecessary exposure for the very people the plan is meant to protect.
It’s also important to understand that no single instrument. Not a trust, not a will, not any document is the end goal. These are tools within a broader legal framework. The assessment determines which tools are appropriate, if any, and how they should function together.
For some families, that may include trust-centered planning.
For others, a will-based structure may be appropriate, particularly where there are minor children, no real property, or simpler asset profiles.
