Estate Planning in Orlando & the Florida Panhandle
Your Legacy, Planned With Care
Estate planning isn't about death. It's about helping to align your lifetime of work with your long-term goals. At Strategic Planning Partners, we help clients across Central Florida and the Florida Panhandle protect what they've built and work with your estate planning attorney that your assets are transferred according to your wishes.
What Is Estate Planning?
Estate Planning Is More Than a Will
Often estate planning starts and ends with a will. In reality, it covers decisions about what happens to your assets, your health, and your finances if you're no longer able to make those decisions yourself. Here's what that can include:
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Beneficiary Review: An area that is often overlooked within estate planning. Beneficiaries on retirement accounts and insurance policies can override the estate plan depending on the situation.
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Trust Considerations: Evaluating whether a trust is appropriate for your situation and what type may be appropriate based on your estate plan and tax considerations.
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Power of Attorney: Helping to designate the appropriate individual with legal authority.
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Business Succession: For business owners, aligning the succession plan with the estate plan to help reduce risk of unintended consequences.
We Coordinate With Your Estate Attorney
Estate Planning Is a Team Effort
Estate planning is one of the most important and most frequently overlooked areas of financial planning. We help you think through the key decisions, bring clarity and organization to your situation, and coordinate directly with your estate attorney to stay consistent and updated.
If you don't have an estate attorney, we can refer you to professionals we've worked with across Central Florida and the Florida Panhandle. If you already have one, we work with them directly.
Frequently Asked Questions
Still Have a Question?
Reach out and one of our advisors will be happy to talk it through with you.
