Comprehensive Estate Planning

Planning for tomorrow.

Everyone should be planning right now to determine what will happen to his or her estate in the event of death or mental incapacity, regardless of their financial circumstances.

Chances are you have given some thought to what you want to leave to whom, how you would like your assets managed, who should handle your finances and how you can prevent excessive taxation on your estate. If so, Graham Capital Advisors is ready and equipped to expertly guide you through the steps you need to take to ensure your financial wishes are granted. If not, we are here to help you determine your estate planning objectives and implement a customized plan of action to achieve your goals.

David Graham is a Master Certified Estate Planner – one of only 2 in the entire state of Florida. He and his team of Certified Estate Planners (CEP®) are focused on helping you plan for the future. While minimizing expenses and taxes, Graham Capital Advisors will protect your estate from state probate laws with a customized financial plan that disburses your assets to those you wish to receive it in the exact manner you choose.

  • Who will manage your healthcare if you are unable to care for yourself?
  • Who will be in charge of managing your estate?
  • To whom will your assets be distributed?
  • Will your assets be distributed immediately, all at once at a future date or in incremental distributions over time?
  • How will your business succession plan come to fruition?

We will make sure you have these answers and more legally documented, safeguarding your estate for those you’ve worked so hard to provide for.

There’s no need to risk unnecessary hardships, stress or legal disputes. Don’t let a judge decide who gets what and when. With Graham Capital Advisors on your team, you can rest assured that your estate remains intact and is distributed as you see fit.

Graham Capital Advisors can also develop a comprehensive life insurance solution to fit the customized financial plan we’ve helped you create, ensuring your loved ones are able to achieve their dreams despite what the future may hold.

To learn more about Comprehensive Estate Planning or to get started on your customized financial plan, Schedule a Consultation today. We look forward to easing your mind and securing your financial future.

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