The Family Estate & Legacy Responsibility Conversation™

In most plans you remain the active manager for all of your affairs, legal and financial. There are important matters to consider, however, if you were to become incapacitated or upon your demise.

Here, The Family Estate & Legacy Responsibility Conversation™ focuses on whom you wish to control your investments, health care and business decisions. We will review with you the legal responsibilities imposed upon trustees and personal representatives, and offer suggestions as to what qualities you should be looking for when filling these offices within your legal documents.

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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.