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Estate Planning Secrets of The Wealthy:

For Business Owners With
$1 Million Dollars Or More
Read This Now

If you're a Florida business owner with $1 million dollars or more in assets, this may be the most important message you ever read.

You do not want to skip a single sentence. When you read every word of this article, you're discovering potentially hundreds of thousands of dollars in savings.

Yes, all from one little article. An article which condenses most of my career's success in helping families protect their life's work.

Are you interested in maximizing your estate? Good, let's begin.

Everyone agrees 2020 gave a reason to prepare for the unexpected.

It takes effort and thought to build a plan that will protect what you care about most. You want to avoid common mistakes that will cause confusion and pain for your loved ones.

This article will go over some of the most common mistakes people make when they're doing estate planning so that you can avoid them.

And when you read every word of this short, yet powerful guide, here’s what you’ll get:

An easy-to-read and down-to-earth guide which will be incredibly helpful to you and your family. Simply by reading this, you’re going to be miles ahead of where you were this morning. You’re going to save yourself headache, heartache, hassle, time and money. Period.
My years of experience as an estate planning and probate lawyer which will help you avoid overwhelm.
You’re going to discover how to avoid expensive and irreversible mistakes
The equivalent of a free consultation -- Instantly saving you thousands in fees. The richer you are, the more important this is.
A sense of confidence on this subject, that no other guide will give you
I’ll be holding your hand every step of the way. I’m here with you, on this page right now, expertly guiding you.
A list of questions to ask your lawyer (even if it isn’t me). This list will impress any lawyer you show it to. It will earn their respect. When clients show they’ve done their homework, lawyers respect that and do better work.
Some of the most profitable and powerful estate planning secrets on the planet.
And if you’re wondering why I’d give away all these secrets -- For starters, I’m not interested in running up the clock when working with you. I get no satisfaction from that. There are too many people to help. Too many clients to serve.

Also, I have my reputation at stake. The better prepared you are as a client, the better job we can do together. I want to turn you into a raving fan. The best way to do that is to equip you with some foundational knowledge first. It works out best for both of us.
A clear and concise explanation without that boring and confusing legal speak. Simple. Clear. Easy to understand. Actionable. Period.

I believe this article will make some other lawyers angry. Why? Because I'm raising the bar by overdelivering. I'm giving information my competition would love to charge you for.

But you're getting it for free, just for reading.

Isn’t that what you want? It is? Good. Let’s begin.

Here Are The 8 “I’m Dead, Now What?”
Mistakes to avoid:

By far, the most critical mistake to avoid is waiting too long to start. Because you’re reading this article, that tells me you’re already ahead of the game.

Mistake #1: Not having insurance.

The first thing you want to do is buy long-term health insurance. You also want to buy disability insurance.

Insurance isn’t just a good idea, it’s mandatory. Tomorrow never knows -- health is just today -- and our lives can change in a nano-second. That’s why insurance exists. Get it. No questions asked - just get it.

Where to start?

Disability insurance is the most important policy to buy right away. Your odds of passing prematurely before age 60 are about 1%. Not bad right? But your odds of becoming disabled before age 60 are a whopping 15%. Yikes, right?

Would you guess those percentages go up or down as you get older? If you guessed that they go up, you’re absolutely correct. That’s why you want to get disability insurance first, life insurance second, and long-term care third. Do it.

This may not be "estate planning" exactly, but it's going to save you an incredible amount of money and potential headache. Get it.

Mistake # 2: Not storing your documents securely or telling your executor/loved ones where they’re kept

Keep all of your documents in one place and let everybody know where that place is.

I suggest a fireproof safe. It needs to be large enough to hold several stacks of paper.

Trust me, you don’t want your estate documents scattered to and fro. Scattered paper is hardly better than no paper at all. Be sure to include things like access to your banking information and your wills and bills.

Mistake # 3: Have a plan for your more ‘sacred’ items

Trust me when I say, “Clean out your closet!” After a lifetime of dignity, discipline, admiration and respect, you don’t want your kids or family finding your sex toys or anything similar.

Or maybe you do? If you’re the practical joker type, go ahead and leave them out. Heck, put little notes on them for fun.

But if you’re among the majority who want to keep that important but private part of your life...well...private, then you want to go ahead and have a plan for those items too.

I probably just saved you some embarrassment. Wasn’t that helpful?

Mistake # 4: Not getting your estate plan in writing

Having a written document is one of the most basic aspects of estate planning, and yet it's something that's skipped by many people.

It allows you to divvy up your property exactly how you see fit to whom you see fit.

If you don't have a written document regarding your property, your property will be distributed in accordance with the laws of intestate succession. This means the control of your entire estate can fall into the hands of someone you don’t trust.

Mistake # 5: Forgetting to update your plan after important life changes

It's not uncommon to go through big life changes.

Things like getting married, having children, or going through a divorce. Each of these changes can make your estate plan outdated.

You don’t want your ex-spouse getting assets that your kids or current spouse are entitled to.

Or you may have an executor listed who isn’t up to date on your final wishes, especially if those wishes are not explicitly stated in your will.

Believe me when I tell you, this can cause big problems. Like the expense and added time it takes for probate court. And a great deal more financial loss and emotional hardship.

Mistake # 6: Creating a plan that’s just “good enough”

I’m talking to the DIYers out there.

Make sure you read all legal documents thoroughly including the will, pre-need funeral directives, and trust (if applicable).

This is one of the few situations where done isn’t better than perfect. Mistakes can be easily fixed when caught. And cause a ton of heartache and grief when not.

So make sure you comb through all of your documents for misspelled names, incorrect addresses, and definitely check to make sure all of your heirs are listed and that the correct gifts go to the correct beneficiaries.

Mistake # 7: Focusing on individual assets

Over time what you own will vary. Which means the items that you leave will vary. This can cause heirs to not receive everything they’re entitled to and leave it open for interpretation who gets those unaccounted-for-prized-possessions.

Sometimes leaving a percentage of your estate's value may be better for heirs than giving them individual assets.

Mistake #8: Not having a plan for your children

If you have minor children, you want to make sure they are cared for by someone you trust.

Creating a minor’s trust allows you to name a trustee to manage, invest, and distribute your assets to the minor children according to your wishes. It also covers things like their health, education, maintenance, and support throughout their life.

There’s actually one more mistake, that if ignored, can cause your family a lot of pain and grief. I’ll reveal this final mistake at the very end of this article. But don’t skip ahead. Because I’m about to give you five powerful questions to ask any estate planning attorney before letting them touch any of your estate documents.

Do I Even Need an Estate or Probate Attorney?

When people ask me if they should hire an attorney for estate planning, the answer is always yes, if…

And that BIG if.... is IF they’re qualified. I like to explain it like this:

There’s a rule called the ‘1 in 60 rule’. It states that for every 1 degree an aircraft goes off course, it misses its target destination by 1 mile for every 60 miles it flies. So the further it travels, the further it lands from its destination.

That means on a trip from NY to California, if the pilot is just 1 degree off, you’d land 48 miles away from the airport.

I’m guessing that you wouldn’t be too happy making that walk...

But the point is, the smallest variances, can actually have the biggest impacts. And estate planning is a lot like that. One incorrect signature. Omitted heir. Misdirected gift. Can all cause your estate distribution to be well off target.

That’s why when you deal with estate planning, a penny saved isn’t always a penny earned. And it’s why you MUST not just find a professional to make sure things are done right. But they have to be competent.

Five Questions you MUST ask When Interviewing an Estate Planning Attorney. (If they say no to #3… Run!)

1. Is their primary focus on estate planning?

Pretty self-explanatory. Someone whose expertise is in estate planning will undoubtedly know more than someone who just dabbles. When you’re dealing with something as serious as your legacy, you want it in the hands of an expert. Remember. A jack of all trades is a….?

Master of none. Exactly.

2. How many years of experience do they have?

This goes hand in hand with question number one. A new lawyer doesn’t equal an incompetent lawyer. But an experienced veteran is sure to know the ins and outs of the process, including things you don’t learn in law school. The small nuances you only get from real-life experience. If they are new to the industry, do they have a senior attorney that will be helping them?

3. Does your practice include probate?

If your attorney doesn’t understand the ins and outs of probate just as well as they do estate planning you might want to look elsewhere. One of the main things you want to avoid is the long drawn-out process of probate. The emotional and financial toll it takes is well worth planning ahead of time. So you want your estate planned with that in mind.

And how can an attorney help you plan to avoid something they don’t understand?

4. Can you tell me about an unexpected situation you resolved for your clients and how you went about tackling it?

Obviously, there’s client-attorney privilege. You’re not looking for extreme detail or specifics of a case. You mainly want to see your attorney’s thought process. Are they a problem solver? Do they have experience resolving issues that came up unexpectedly or threw them through a loop?

How confident and knowledgeable were they explaining this to you? It can tell you a lot about their experience and competence as a lawyer.

5. Do they offer ongoing services?

Oftentimes estate planning is viewed as a one-and-done service. But as we discussed above, there are situations where your estate documents may need to be updated. Working with an attorney who offers an annual review is a huge benefit that ensures your plan remains up to date.

You can always keep track of it yourself, but life happens. And this is too important to let sit on the back burner.

5. Bonus Question: (This is a question for YOU) Can you see yourself working with this attorney?

Do you trust them? Like them? Are you willing to share all the details of your life with them and listen to their professional advice? This is important. If you don’t like or trust your attorney, you may not be happy with the results no matter how good the work is. You don’t want to second guess your will and trust til the day you die. Question number 4 is designed to help you get a good feel for this.

The Finale! The Biggest Mistake Made in Estate Planning.

This last point is so often overlooked it may even seem like a ‘so what?’ point. But hear me out.

The biggest mistake - Not communicating your wishes to your loved ones.

Not communicating your plans and intentions with loved ones is by far one of the worst things you can do. After all, this is for them. Not you.

Your death alone may be shocking and confusing...

And you don’t want family and friends fighting over what’s left. Sometimes, with no ill intention, people feel like they’re entitled to this or entitled to that. Maybe you had a favorite pocket watch that meant more to your daughter than your son.

Maybe your current wife isn’t in the know about arrangements you made with stepchildren from a previous marriage.

Not being clear with how you’re distributing your assets can cause hurt, misunderstanding, confusion and even create a rift between the people you love.

Your family’s only job should be to grieve and support one another. Make sure you communicate your wishes and explain why. The better understanding they have the less likely they are to have any hard feelings.

No matter what, it all comes down to careful planning and execution.

While this short article is a wealth of knowledge, there are so many intricacies and nuances that depend on too many variables. There are entire books written on the topic and even those don’t cover all there is to say. But this is a great start.

Just below is a short quiz I made for you. Fill it out and we’ll be in touch with what we recommend you take for next steps.

And listen… this might cost some money, but it’s a mere fraction of what it will cost if you don’t get it right the first time. I say that from first-hand experience.

You see, my aunt died of cancer when I was 15 (she was only 32 years old). Leaving my 2 little cousins Lenny and Jessica (who were 4 & 7 at the time) behind.

After my aunt passed, my mom ended up becoming the guardian of her kids and they ended up living with me, my sister and my parents in our house.

In addition to the responsibilities of raising two more young kids, she also became the financial conservator over money that was improperly left for my cousins.

She had to hire lawyers and go to court and provide the court with lots of personal information – not just initially, but every year!

She also had constant conflicts with the other side of the family over everyday decisions

Some of it trivial, like what sports they would play/activities they should do, what school they went to, etc…

This really affected my family’s life because my mom was always stressed and upset about something going on with my cousins.

So the cost wasn’t just all of the money spent on lawyers and court costs. The emotional toll was far worse.

And the saddest was that my aunt didn’t die unexpectedly. It took years for the cancer to wear her down and no one did any legal planning for her death because my family just really didn’t know better.

And THAT is why I know education on this topic is so important.

I want all of my clients to know what my family didn’t.

This is really why I love this area of law so much and have dedicated my career to it – a little education and advice can go a long way to prevent family discord and avoid causing huge legal issues that take a lot of money to fix.

Because you're reading this right now, that tells me you're serious about maximizing your estate.

Because you're committed to doing this, you want to take the free quiz below to see exactly where we can help the most.

Go ahead and take the quiz now. You'll get your answers on the next page. Based on how you respond, you may be invited to speak with us.

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