provided to The Santiva Chronicle
Robin Cook, CTFA, CWS, Sr. Vice President of Suncoast Prosperity Advisors a division of Suncoast Equity Management, and David M. Platt P.A., SanCap Law to host a complimentary and informative presentation about the Benefits of Florida Residencey and Estate Planning.
The goal is to help educate guests about the benefits of being a Florida Resident, new estate planning techniques, time sensitive estate planning strategies and how to capitalize on these opportunities.
Topics Covered Will Be:
• The steps needed to solidify your Florida domicile.
• Florida estate planning nuances.
• Federal estate planning opportunities to capture now before the potential changes in 2026.
• The Pros and Cons of the new Florida Community Property Trust.
• Why it is so important to properly title your assets.
“This presentation can help guests make wise informed decisions now saving their family time, frustration, and money in the future said Cook.”
The presentation will be from 10 a.m. to noon March 22 at The Sanibel Community House, 2173 Periwinkle Way. Guests can sign up by emailing Robin Cook Rcook@suncoastequity.com or call her at 239-246-8124.
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