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Estate Planning in Florida and California - Concord & Wisdom

Estate Planning in Florida and California

→Wills

→Trusts

→Durable Powers oAttorney

→Advance health care directives

→Qualified Personal Residence Trusts (QPRT)

→Intentional Defective Grantor Trust (IDGT).

→Retirement Trust.

→Grantor Retained Annuity Trust (GRAT).

→Irrevocable Life Insurance Trust (ILIT).

→Qualified Domestic Trust (QDOT).

→Generation-Skipping Trusts.

→Dynasty Trusts.

→Grandchildren’s Trusts.

→Family Limited →Partnerships/Limited Liability Companies.

→Buy/Sell Agreements.

→Charitable Remainder Trusts.

→Wealth Replacement Life Insurance Trusts.

→Spousal Lifetime Access Trusts (SLAT).

→Irrevocable Life Insurance Trusts (ILIT).

→First-party special needs trust

→Third-party special needs trust

Other Irrevocable Trusts