Estate Planning

Estate Planning: Don’t Let the State Decide Your Legacy

Think you’re too "young" or "not wealthy enough" for estate planning?

The costly misconceptions:

"I’ll do it later"

67% of Americans die without a plan, leaving chaos for loved ones

"My family will automatically get everything"

Without a will, courts decide (and it takes years)

"My assets are too small for taxes"

Probate fees alone can drain 5-10% of your estate

Will-Based Estate Plans From

$495

If you own a home, retirement accounts, or even a pet, you need a plan

You Already Have an Estate Plan (You Just Didn’t Choose It)

Here’s the uncomfortable reality:
Your “estate” isn’t just mansions and yachts; it’s everything you’ve worked for.

Ex-spouses may inherit

Children’s access to funds controlled by courts

Unnecessary taxes and legal fees

From Chaos to Clarity: How We Protect Families

A true estate plan does 3 things:

Accumulates – Grow assets tax-efficiently

Conserves – Shield wealth from lawsuits/taxes

Distributes – Ensure heirs receive exactly what you intend

How We Help:

Coordinate with attorneys to unify legal/financial strategies

Optimize beneficiary designations (the #1 overlooked mistake)

Provide free guides to organize critical documents

Will or Trust? Get your free answer in 90 sec

Not sure what you need? Chat with a concierge about your situation.

We provide expert financial advice to both individuals and businesses. With over 30 years of experience our portfolio manager will ensure that you’re always getting the best guidance from the top people in the entire industry.

Services

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Contact

Email

info@globalinvestfs.com

Phone

786-536-4075 Ext. 2

Location

2525 Ponce de Leon Blvd Suite 300

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