Preparing the Next Generation

April 24, 2024

A husband recently received a large lump sum distribution from his company's buyout. He wanted to strengthen his family’s financial literacy in the event he predeceases them.

April 24, 2024

Our client’s husband passed unexpectedly in the summer of 2020.

April 24, 2024

The clients have two sons in their mid to late 20s living at home with them. They wanted to encourage the sons to take more initiative and get on their feet.

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407-937-0707

1091 W. Morse Blvd., Suite 200

Preparing the Next Generation

A Family’s Sudden Loss of Husband and Father

Protecting Assets for Me and My Family

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