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Robin Cook with Suncoast Prosperity Advisors

Benefits of Florida Residency & Estate Planning

Hosted by Robin Cook CTFA, CWS Sr. Prosperity Advisor Suncoast Prosperity Advisors Suncoast Equity Management and David M. Platt P.A. SanCap Law

Learn about the benefits of being a Florida resident including the new Florida Community Property Trust, Florida estate plan nuances, Federal estate planning potential changes in 2025 including opportunities to capture now, and why it is so important to title your assets properly.  Whether your estate plan is from another state or several years old this educational presentation is for you.

Please R.S.V.P. by calling (239) 246-8124 or emailing rcook@suncoastequity.com 
You may also email questions as well.

Click Here for Robin Cook’s Bio

 

Event Details

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Date: Friday, March 22nd, 2024

Time: 10:00AM - 12:00PM

Location: 2173 Periwinkle Way
Sanibel, FL 33957 United States

Admission: Please R.S.V.P. by calling (239) 246-8124 or click 'Register' below to send an email to rcook@suncoastequity.com.

Register