Estate Planning

Happy family

You have dedicated your life to your family, your home, and your work. Safeguard your greatest investments with the estate planning services of DTRT Insurance.

At our Florida insurance agency, we pride ourselves in taking the worry off of your shoulders when it comes to estate planning. We know you have worked hard over the years and accumulated considerable assets, whether it’s personal assets or commercial assets. However, without an estate plan, your estate could diminish as a result of taxes and other costs. Although estate taxes are a reality, you can reduce them with this plan.

Whether your main priority is to provide a living legacy for your family to enjoy, or focus on an overall preservation of your estate property, or to create an estate plan for your business, our team is happy to help you through the process. We are passionate about finding you tailored, reliable planning solutions that meet your requirements.

It is a common misconception that estate planning is only for the wealthy. In reality, it does not matter how much or how little you have accumulated. All you need are three basic estate planning documents, including:

  • A Will– This is a written statement indicating who and how your property will be separated to upon your death.
  • A Living Will/Health Care Proxy– This document allows your loved ones and doctors to know the type of care you wish to receive if you were to become terminally or permanently unconscious.
  • A Durable Power of Attorney– This is an act in which you name someone who can handle your finances in the case that you are incapacitated.

As you can see, without an estate planning service you can trust by your side, you may not have anything to your name later in life. So, why put your future or your loved ones at further risk? Learn more about our personalized estate planning program and what we can do for you. Don’t hesitate to contact us now at 954-772-8232.

We will create an innovative plan for you or your business today! And we’ll always take a proactive approach to finding solutions tailored to your situation.