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The Family Estate & Legacy
Retreat™

The Family Estate & Legacy Retreat™

We also offer The Family Estate & Legacy Retreat™ which is designed to assist your children in understanding your estate plan and the roles that you expect them to play.

This retreat affords the opportunity for your family to meet with your attorney and discuss how your children’s estate plan should work to properly coordinate with yours and what they should be telling their own advisors.
The Family Estate & Legacy Solution, 9100 College Pointe Court, Fort Myers, FL 33919 • tel: 239.334.1141 • fax: 239.334.3965 • email: info@familylegacysolution.com
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Disclaimer: The information contained on this site shall not be construed as legal advice, as the information is general in nature and is not specific to any individual client or jurisdiction. No attorney/client relationship shall be established in the use of this site.While every effort is made to keep the information up to date, there is no warranty, expressed or implied, that the information contained herein is current. One should always consult with his or her own qualified estate planning attorney before acting on any legal or tax matter.