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  • Life’s Values

How an Estate Plan Can Honor Your Life’s Values
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What is an Advance Health Care Directive?
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What is a Revocable Living Trust?
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What is a Last Will and Testament?
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Guardianship in Florida: Securing Your Children’s Future with Love
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Planning for Peace: How Estate Planning Secures Your Family’s Future
FIRST STEPS
  • RESOURCES

Learn About Estate Planning
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Your Family & Legacy Profile
  • PEACE OF MIND

The Peace of Mind Planning Session
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The Design Meeting
  • CELEBRATION

Your Signing Ceremony
  • COMMUNICATION

Ongoing Communication and Follow-Up

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