President

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What We Do
  • Finacial Planneing

Estate planning

Estate planning is essential for any person who wants to make sure that their family and loved ones are well provided for, in the event of their passing. For more affluent individuals, this gives them control over the distribution of their assets after their death, and can dramatically reduce the tax bite that is inevitable by the state and the federal government. People are usually aware that they should be planning their estates, but often do not want to. We can assist you in making sure planning your estate goes as stress-free as possible, making the best decisions for you and your loved ones. Every adult should consider estate planning. By allowing us to help you with your estate planning, you will be assured that you are doing what is best for not only you, but for those closest to you. You may be thinking that estate planning is only necessary for the elderly or for those with terminal illnesses, but that is simply untrue. Empty-nesters with retirement accounts and real estate, young people with cars or bank accounts, and parents with young children should all also take action, because each has an estate.

It is very sad to know that nearly 20% of Americans report having difficulties after a family member or loved one has passed away. We want to be here to make the process of estate planning less complicated. It is in your best interest to have a properly planned estate, because there are so many disadvantages if not.

Advantages of Estate Planning:

Helping to protect your estate and your family avoid significant tax burdens.

Shielding your estate and family from pricey costs and fees.

Making the disposition of certain assets, such as family heirlooms or property ,that are sought after less complicated. A designated party will be permitted to take charge of this emotional process.

Helping to protect your estate and your family avoid significant tax burdens.

Goals for Estate Planning:

  1. To do away with probate expense.

  2. To help eliminate the time delays that often come with probate.

  3. To help to reduce federal tax burden.

  4. To help keep private, personal, and financial matters private

  5. To reduce the risk of emotionally driven conflict. This is ideal especially when it comes to the distribution of assets, heirlooms, and property.

  6. To help parents be sure that their minor children will be provided for.

  7. Estate planning can review the named beneficiaries and any existing retirement accounts in retirement plans.

  8. To expand the flexibility of estate assets.

  9. To help defend an estate from creditors.

  10. To help plan for any medical emergencies or incapacity that may occur.

Even if you do not come to us to help with your estate planning, it is very imperative that you take action and begin planning sooner than later. It is strongly recommended that anyone begin planning their estate sooner than later; this is one of those things that many people do not want to think about, or simply just do not think about on a regular basis, and often push to the back of their mind. It does not have to be a complicated, scary process if you have the right person helping you along the way with your estate plan. Unfortunately, we are never 100% certain that the unthinkable will not happen to us or someone that we love. We would be honored to personally walk you through planning an estate, and make it as easy as possible. With us, you will never have to worry that you are being fed false information or be concerned that he does not have your absolute best interest at heart. We firmly believe that honesty will always be the best policy and our drive to serve our community sets us apart from the crowd.

Our team aims to serve people living in the North Orlando area, including Lake Mary, Longwood, Heathrow, Sanford, Maitland, Winter Park and all other north Orlando communities. Our office is located at 1540 International Pkwy., Ste. 2000, Lake Mary, FL 32746. You may also contact us by phone with any questions or concerns about estate planning at (407) 536-5220.

In Partnership With

Charles Schwab Money Guide Pro Asset Dedication

Your assets will be maintained by an unaffiliated, qualified custodian, such as a bank, broker/dealer, mutual fund companies or transfer agent. Your assets are not held by our advisory firm or any associate of our firm.

Greg Gustin

Greg GustinPresident, MBA, RICP®