What this section protects against
Two courthouses take from unprepared families. The probate court takes time, fees, and privacy at death. The divorce court takes inheritances that were left outright instead of in trust. This section is built against both: plans that avoid probate entirely, and trusts engineered to keep what parents leave their children in the bloodline — beyond the reach of future ex-spouses and creditors.
Probate-Avoidance Planning
Revocable living trusts, wills, powers of attorney, and health care documents — with the homestead actually titled into the plan, because an unfunded trust avoids nothing.
Multigenerational & Bloodline Trusts
Protective trusts that shield beneficiaries from divorce, lawsuits, and their own hardest years — wealth that passes down, not sideways.
Asset Protection
Lawful structures that insulate personal and business assets from future claims — built before exposure arises, the way the book teaches it.
Probate & Estate Administration
When a loved one passes, steady administration on Florida’s statutory fee schedule — paid from estate assets during administration, so the family advances nothing out of pocket.
Tax-Aware Planning
Planning coordinated with the tax picture by counsel admitted to practice before the United States Tax Court.
Legacy 360™ Membership
Every plan includes its first year: funded, reviewed annually, and kept current as law and life change.
Legacy 360™ — Your Plan, Kept Alive
An estate plan that sits in a drawer is merely expensive paper. Trusts go unfunded, accounts get opened outside the plan, laws and families change. Legacy 360 is the membership inside this section that makes sure that never happens: your plan gets executed, funded, reviewed, and kept current — for life. The first year is included with every plan.
Funded & Executed
Documents are not the finish line. We see every trust funded and every asset titled where the plan says it belongs.
Reviewed Every Year
An annual plan review and funding check, so nothing drifts outside the plan as your life changes.
Updated as Law Changes
When Florida law, federal law, or program figures move, members hear from us first — with the fix, not just the news.
The Legacy Letter & Events
A private briefing on wealth, law, and legacy, and invitations to the firm’s seminars and member events across the year.
Plan Care
The annual review and funding check, document updates as the law changes, the Legacy Letter, event invitations, and priority access to the firm when questions arise.
Plan Care+
Everything in Plan Care, plus elder-focused readiness: long-term care and Medicaid monitoring for aging members, annual review of powers of attorney and health care documents, and first priority when a care crisis arrives.