Free Live Seminar for New Floridians
Estate & Tax Planning Tips for New Residents
As a new Florida resident you face many unique estate planning challenges. Whether it’s avoiding the negative consequences of out-of-state and outdated documents or learning how to take full advantage of Florida’s asset protection and tax laws, we can help.
On Zoom (link sent later)
What You Will Learn
The Fundamentals of Florida's Estate Planning, Asset Protection, and Tax Laws
Why New Residents Need to Update Their Estate Planning Documents
How to Take Full Advantage of Florida's Homestead Protections
Why and How to Establish Official Florida Residency
How to Avoid Expensive Multi-State Probate
Frequently Asked Questions
When is the seminar?
We hold the seminar on the second Tuesday of every month at 10:00 am, unless that day is a holiday. Below are the dates for January through December of 2022.
- January 11
- February 8
- March 8
- April 12
- May 10
- June 14
- July 12
- August 9
- September 13
- October 11
- November 15 (3rd Tues.)
- December 13
Where is the seminar held?
We hold the seminar via Zoom.
The online format offers access to as many people as possible, including new Florida residents who are not located in South Florida or who cannot make it to our offices. Prior to the seminar date, a link will be sent to your registration email granting you access to the seminar.
How long is the seminar?
Each seminar will last 45 minutes.
The seminar is broken into three chunks. The first 5 to 10 minutes will be a general introduction, the next 30 minutes will be the presentation proper, and the final 15 minutes will be set aside for questions.
How much does the seminar cost?
The seminar is absolutely free. All you have to do is register and attend.
Why should I attend the seminar?
Because you’re smart.
Estate planning, asset protection, and tax mitigation strategies are governed by both federal and state laws. If you have relocated to Florida, you need to review and update your existing estate planning documents so you can take full advantage of the state’s beneficial tax code and asset protection options. This seminar will explain many of these unique issues and help you to ensure your estate plan continues to be an effective mechanism for protecting your wealth.
Is the seminar useful if I don't have an estate plan?
Just because you don’t have an estate plan right now, doesn’t mean you won’t create one soon. If you have retired to Florida or are switching your permanent residency, there are an array of estate planning concerns that you need to understand before making these important decisions. This seminar will provide you with an overview of critical Florida estate planning laws and options for how to best protect and preserve your wealth.
A Unique Advisor for Unique Clients
My entire career has been dedicated to developing comprehensive and individualized estate plans for my clients so they can better protect and preserve their wealth. I am licensed to practice in Florida, New York, and New Jersey, which means I am uniquely suited to help clients like you navigate the various estate planning issues involved in relocation and multi-state estate planning.
I received my Bachelor’s degree from the University of Maryland, College Park, and my Juris Doctor from Benjamin N. Cardozo School of Law, in New York City. Additionally, I have earned advanced degrees as a Chartered Financial Consultant and Chartered Life Underwriter from the American College.
My son Brandon works alongside me, as does my wonderful dog Shayna. Most of all, I enjoy being active in the broader Jewish community in South Florida.
New to Florida? Don’t miss this chance to ensure your estate plan remains safe, secure, and effective. Register now to attend our live monthly seminar.