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Estate Planning

The biggest mistakes we’ve seen in celebrities, politicians, successful businesspersons, families, etc, is the failure to have a plan. No one likes the idea of dying, and we want to live forever. Due to our human nature, we can often times, put this topic on the back burner. We live as if tomorrow is guaranteed, which has proved to be the worst mistake in many cases. We work and save hard all our lives, only to often find, that without a proper estate plan, we’ve disinherited our children, spouses, and even grandchildren. Without an estate plan, we’ve made Uncle Sam our largest benefactor, and failed to provide anything to our families. Our families who stood by us as we chased our dreams, deserve better. Estate planning ensures legally, that your dying wishes are honored. Due to its legalities, it’s extremely important to ensure its structure is legally appropriate and recognized. Even when we move states. It is based on where you live when you pass away. Of course, we want to live forever, but let’s plan, just in case we don’t. It’s not worth the gamble.

Living Trust, Estate Planning
Estate Planning, Asset Protection, Charitable Gifting, Transferring Wealth, Taxation

There are many different areas that estate planning can involve. It is important to have a full team of licensed professionals that can go to work for you, all collobratively working together, to ensure your estate plan meets all of your goals and exceeds your expections. We often find during our reviews, documents people have paid thousands of dollars to have, only to find, they are not properly structured, therefore, not legally enforceable. It is highly important to have a competent team working for you.

We also recognize that some of our clients may not want to use our whole team, and we're ok with that too. If you choose to work with just our attorney, or accountant, that's ok! We are willing to work with the professionals you have collobrately. It's your team! We just want to be part of it. It's not an all or nothing game with us. We work for you! Contact our office today to receive your free review!

Be prepared, contact our office today at 941.350.9699 or at our Contact Us page to schedule a free review with our attorneys. There is no fee or obligation.

Some Estate Planning Failures

James Gandolfini Estate Planning Failure
Ed Koch Estate Planning Failure
William Davidson Estate Planning Failure

Visit our About Us section to learn more about our legal team. Contact us today to schedule your consultation with our attorneys and receive a free review.

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Investment advisory and related services are offered by King Retirement Solutions, LLC a Registered Investment Adviser in the State of Florida and Colorado. This website is only intended for clients and interested investors residing in the State of Florida and Colorado and in other jurisdictions where exempted. Contact GW King at 970-260-8781 to find out if the investment adviser is qualified to provide investment advisory services in the state where you reside. The Adviser does not attempt to furnish personalized investment advice or services through this website. This website and information are provided for guidance and information purposes only. This website and information are not intended to provide investment, tax, or legal advice. Past performance is no guarantee of future results. At certain places on our website we offer direct access or ‘links’ to other Internet websites. These sites contain information that has been created, published, maintained, or otherwise posted by institutions or organizations independent of King Retirement  Solutions, LLC. King Retirement Solutions, LLC does not endorse, approve, certify or control these websites and does not assume responsibility for the accuracy, completeness or timeliness of the information located there. Visitors to these websites should not use or rely on the information contained therein until consulting with an independent finance professional.

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