The Family Estate & Legacy Custom Design Plan™

At the end of our first meeting, we will have together created your own Family Estate & Legacy Custom Design Planner™ which will outline the steps that we will take to realize your goals, and to capitalize on your family’s strengths.

During this stage we often identify estate and wealth preservation opportunities you may not even know existed, such as tax-advantaged trust strategies, encouraging entrepreneurial wealth creation.

Upon deciding on the strategy that is right for you, we will quote you a fixed fee for our services. No more worries about being "on the clock" each time you call or meet with us during the planning process. We do this to encourage your questions – for if we don’t know your concerns we can – create a plan that is right for you.

Back to OUR Process Diagram

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.