Wealth & Legacy Planning – Pompano Beach, FL

Your legacy is more than a balance sheet—it’s the life you’ve built and the future you want for your family. Our high-touch wealth & legacy planning in Pompano Beach, FL combines attentive guidance with clear, coordinated strategies so what you’ve earned is preserved and passed on with purpose. From Lighthouse Point and Coral Ridge to Boca Raton and Deerfield Beach, we tailor every detail to your South Florida lifestyle.

Our White-Glove, High-Touch Approach

Discovery that starts with your story
We listen first—family dynamics, values, charitable interests, decision-makers, and what “a successful legacy” means to you.


Design & coordination with your full team
We align accounts, beneficiary designations, titling, and proposed trust/estate structures in collaboration with your attorney and CPA.


Implementation support without the headaches
We prepare custodian change lists, help complete forms, and keep everyone on the same page.


Stewardship with proactive communication
You choose your cadence and channel—phone, video, or in-person at our Pompano Beach office. We provide concise recaps and decision logs after each touchpoint.

What You Can Expect

 (Tailored to your goals; examples below may vary by engagement.)

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Planning Overview

A plain-English summary of your priorities, family considerations, and legacy objectives.

Account & Beneficiary Review

A high-level look at how key accounts and property are set up today, with potential updates to discuss.

Coordinated Recommendations

Action items we’ll align with your attorney and CPA (e.g., document updates, titling, beneficiary changes).

Liquidity Considerations

Guidance on ways to make funds available for expenses, taxes, or equalizing inheritances, as appropriate.

Communication & Next-Gen Support

Suggestions for how and when to share your plan with family, plus optional facilitation.

Organization & Access Guidance

Best practices for storing documents securely and ensuring the right people can access what they need.

Note: Exact outputs depend on your needs and the scope of our work together. We coordinate with your licensed attorney and CPA; we do not provide legal or tax advice.

WORKING TOGETHER

Strategies We Coordinate (with your attorney and CPA)

  • Wills and trusts aligned to intent and simplicity
  • Multigenerational wealth transfer and gifting approaches
  • Business succession: roles, timelines, buy-sell funding considerations
  • Charitable giving options (e.g., donor-advised fund)
  • Florida real-estate titling and entity considerations
  • Insurance-based liquidity for estate expenses or inheritance equalization
  • Beneficiary planning for qualified accounts and inherited IRA rules awareness

Who This Is Right For

Designed for South Florida, our planning speaks to the realities families face here. We balance Florida’s no-state-income-tax advantages with federal rules, navigate homestead and titling for primary vs. second homes, coordinate seasonal residency and out-of-state property for snowbirds, and prepare for hurricane season with secure record access and emergency liquidity. We also account for portfolios that include Intracoastal/waterfront real estate and closely held businesses. It’s especially valuable for:



  • Retirees and pre-retirees with property across Broward and Palm Beach counties
  • Families seeking clarity for heirs and charitable impact
  • Business owners preparing for a transition
  • High-net-worth households wanting coordinated guidance across multiple advisors


How This Connects to Your Broader Plan

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In Sync with Tax & Estate Planning

We align beneficiaries, titling, and tax-aware transfer strategies so what you intend is clear and efficient. We coordinate with your attorney and CPA, and revisit the plan after life events to keep everything current.

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Liquidity & Care, Planned with Insurance

Life and long-term care coverage can provide timely funds for expenses or equalize inheritances—so heirs aren’t forced to sell key assets. We right-size coverage and structure ownership/beneficiaries to fit your goals.

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Investments Aligned to Your Legacy

Education is one of the greatest gifts you can give. Whether you’re starting a 529 plan for a newborn in Deerfield Beach or funding a grandchild’s education in Boca Raton, we’ll help you choose the right savings strategy for your family and budget

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Questions & Answers

  • Do I need legacy planning if Florida has no state estate tax?

    Yes—federal rules, income taxes on certain assets, and probate can still impact heirs; a coordinated plan reduces avoidable costs and confusion.

  • What’s the difference between estate planning and wealth & legacy planning?

    Estate planning sets legal documents; wealth & legacy planning integrates those documents with investments, insurance, taxes, and family goals—then keeps it all current.

  • Can beneficiary designations override my will?

    Often, yes. Designations on retirement and some brokerage accounts typically control those assets, so we review them regularly.

  • How does life insurance fit into legacy planning?

    It can provide liquidity for taxes/expenses or help equalize inheritances so important assets don’t need to be sold quickly.

  • We own property in multiple states—any special steps?

    Titling and trust use (via your attorney) can simplify transfers and reduce multi-state probate exposure; we coordinate the financial side.

  • When should we involve adult children?

    After your outline is set, a facilitated family meeting can reduce surprises and clarify roles and responsibilities.

Next Steps

Let’s create a legacy that reflects your values and takes care of the people who matter most. Schedule a complimentary consultation with our Pompano Beach team to begin.